Welcome to the Team: Mark Harrison joins McHardy Private Wealth
We’re delighted to welcome Mark Harrison APFS, our new Chartered Financial Planning Director, to the McHardy Private Wealth team.
BASED NEAR BERWICK-UPON-TWEED, Mark brings more than 30 years of experience in pensions, investments, and tax-efficient financial planning – but it’s his connection with people that really sets him apart.
“Money doesn’t buy happiness,” he says, “but it gives you the choice of happiness. My role is to help clients use it to build the life they want.”
For Mark, financial planning is about far more than numbers on a page. He believes that understanding how people think and feel about money is essential to creating a plan that genuinely supports their goals.
“It’s almost a form of counselling,” he explains. “You’re helping clients understand their relationship with money – what drives them, what worries them, what gives them security. Once you understand that, the technical side becomes much more meaningful.”
A people-first approach
Over his career, Mark has guided clients through major life milestones, from building businesses to planning retirements and passing on wealth to future generations. His advice is known for being straightforward, empathetic, and focused on long-term outcomes rather than short-term trends.
Joining McHardy Private Wealth felt like a natural step.
“It’s a firm that puts people before products,” he says. “Everyone here genuinely cares about helping clients live the life they want, not just manage their money. That’s what drew me in.”
Supporting clients across the Borders and Northumberland
With deep roots in the Borders and Northumberland area, Mark will play a key role in supporting clients across the region – offering bespoke financial advice tailored to their personal circumstances.
He’ll also work closely with colleagues across McHardy’s offices to expand the firm’s reach and uphold its commitment to providing trusted, personal advice built on long-term relationships.
At McHardy Private Wealth, we’re proud to have Mark’s expertise – and his warmth – on our side as we continue to help clients plan with clarity and confidence.
Get in touch to arrange a conversation with Mark or find out more about our team.
