Financial Adviser[
18 June 2009
Mark Wilkinson is interviewed on his career background and the objectives of his new role as head of financial planning at AXA Distribution Services. He’ll focus on ensuring Elevate users get the guidance and technical support they require. This will include a seminar and workshop programme on the details of tax & financial planning.
As a former financial planner, Mark has direct experience of using a wrap platform.
He views the development as a timely solution for advisers and clients – particularly given the current market conditions and impending industry changes
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