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Mark Kilham

International Financial Adviser

Previous Experience

Mark is an experienced financial adviser whose previous experience stems through working as an international wealth manager in both Brussels and Munich.  Mark’s particular focus in helping expats from South Africa, UK and Ireland regarding financial solutions in the form of tax-efficient private pensions, international investment consolidation as well as frozen UK pensions. When offering advice, Mark’s process is to establish and maintain an open dialogue of communication in order to set financial goals for the future. This approach lays the foundation for ultimate purpose of providing multi-source, income generating assets and most importantly, financial freedom.

‘It is rather interesting to see how few people actually have a sound financial plan in place before seeking advice. Helping clients quantify their goals is a huge first step towards putting a plan in place to provide protection, asset consolidation and compounded growth for the future.’

Areas of Expertise

  • Single premium investments
  • International Pension consolidation
  • Flexible, regular premium pension plans
  • Estate and Inheritance planning
  • Private Healthcare and Income insurance

Qualifications/Accreditations

  • 2010 - Com (Accounting & Finance) – Rhodes University, South Africa
  • 2014 - Chartered Insurance Institute - Award in Financial Planning

Case Studies

"Having met Mark relatively recently through a recommendation by a colleague, I have been very impressed by Mark's professionalism, friendliness and expertise. He has helped me, in quick order, sort out two different investments that were not working (actually making small loses) and reinvest into new companies and funds - saving both fees and making improvements in returns.
Mark obviously knows his stuff but more than that, he goes out of his way to make time for his clients and tailor their investments to their needs.
I look forward to working with Mark more moving forward." – Edward P, Munich

"Mark's focus and dedication in delivering a tailor-made investment plan has been both impressive and valuable. He clearly goes beyond the expected and often moves discussions towards the innovative and surprising. I have benefitted from his broad investment knowledge and would not hesitate to recommend Mark's services and skills." – Tom M, Brussels

"Mark has taken an existing investment portfolio that was not performing and had been "forgotten" by a previous investment agency and made it profitable again.
He has provided honest & open advice on portfolio management while still keeping my best interests at heart.
Mark ensures that he keeps in regular contact with me regarding my investments, providing up to date performance updates so that I can rest assured that my money is doing what it should." – Maxine C, Brussels

 

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