Meet The Team
Mark is the Managing Partner of Seagate Wealth Management with over 30 years of experience in Financial Services. Mark’s background is in banking where he was a financial adviser with Lloyds Bank.
He is passionate about helping ex-pats reach their financial goals and believes the only way to achieve this is through regulated and transparent financial advice. Having worked in retail banking, he understands the level of customer service people are used to and ensures the whole team at Seagate always put the client first.
During his free time, Mark loves travelling with his wife and two children, Grace and Thomas.
Chris is a partner at Seagate Wealth Management. Chris’s career in financial services stretches back over the last 15 years, spending most of that time working in a regulated UK environment for some of the top UK Banks, as both a Manager and Financial Adviser. Chris takes his UK ethics and expertise and advises ex-pats all around the Costa Blanca on making important financial decisions.
When Chris isn’t helping expats with their financial planning, he enjoys spending time with his wife Laura and young daughters Evie and Penelope, as well as being a Liverpool FC fanatic.
Dave is a partner with Seagate Wealth Management. He is a Certified Accounting Technician and British qualified financial adviser to UK practising standard.
Dave was born in Southampton but was brought up in Jersey where he worked as both a financial and commercial accountant, including many years working for financial services firms specialising in inheritance tax mitigation and investment (wealth enhancement).
Having both skill sets of an accountant and a financial adviser gives Dave an understanding that not all advisers have.
Dave and his family moved to the Costa Blanca in 2006 and he has the experience to stop you making the financial mistakes that many people make in their first few months in Spain, so that you can make the most of your new expat life circumstances.
Our Advisers and Administrative Team
Client Account Manager
Karen is a Client Account Manager at Seagate Wealth Management, a role that involves client portfolios and dealing with their requests.
Coming to financial services via the Building Society and Banking route, after many years experience in the UK working with the Halifax as an Independent Financial Adviser, she eventually founded her own company with offices in the South West.
Karen is fully qualified holding the Financial Planning Certificate, CeMap Mortgage qualifications and the Advanced Financial Planning Certificate in Taxation and Trusts.
When not studying financial markets, Karen can be found exploring Spain with her four dogs.
Robert is the Relationship Manager at Seagate Wealth Management having moved to Spain in 2004. During this time, he has built up a wealth of contacts within the pension industry as well as an encyclopaedic knowledge of UK pension schemes.
Providing solutions and delivering exceptional client service has always been Robert´s ethos since he started his career over 30 years ago in the City of London recruiting for some of the largest UK Financial Services organisations.
Robert has always had a keen interest in the financial markets but also is an avid tennis player and has travelled extensively.
Lorraine is the Marketing Manager at Seagate Wealth Management having spent most of her career in the financial sector.
Lorraine started in retail banking working for Barclays Bank, before moving into the international sector working for Sumitomo Bank, one of Japan´s largest banks. Her final role involved a move to the London Borough of Islington, working in financial services, recruiting and training school leavers and graduates to become public accountants.
Since moving to Spain in 2007, she has put her experience to good use in helping ex-pats understand the complexities of life abroad.
Lorraine loves travelling, especially to Greece and is an avid gardener.