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Mark Coles Investment management
Business Development Director – Head of National Accounts

Mark Coles

Investment management

Areas of expertise

Outsourced investment services for advisers


Mark manages our partnerships with national firms, networks and large financial planning businesses. He is responsible for our commercial negotiations and implementation, and provides support around due diligence.

Mark has over 30 years’ experience in wealth and investment management and joined the firm from Cofunds, where he was Head of Business Partnerships. Prior to this, he worked with Architas, National Australia Bank and AVIVA.

Professional qualifications/memberships

He has a Certificate in Financial Planning (CII Certificate in Financial Planning) and the Investment Management Certificate (IMC).

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