Financial Planning Director
Mark Carter is a Chartered Financial Planner, Fellow of the Personal Finance Society and a Certified Financial Planner.
He started his career in financial services in 1987, just two weeks before the Black Monday stock market crash when markets around the work fell by almost 30% in one day. Mark witnessed first-hand the impact that financial planning and wealth management has on peoples lives and he was hooked.
Initially, Mark worked on the life company side advising financial advisers on technical, legal and legislative aspects of financial planning with a focus on retirement planning, inheritance tax and general tax planning. He worked for multiple global financial companies as their National Retirement Specialist. Mark has been advising clients for almost 15 years and joined abrdn when we purchased the Wealth Management business of Grant Thornton in 2019.
Mark is passionate about the clients he works with and getting to know them and their families. These include business owners (current and retired), CEO’s/CFO’s, partners in accountancy and law firms, Lottery winners and anyone who is at the stage in life where some financial planning is needed. His aim is to provide clients with clarity and peace of mind around their financial ambitions and family needs.