Platform Action appoints Mark Mortimer as Client Account Director

Mark, 50, has over 25 years experience within financial services from Insurance, Asset Management, Wealth and platform businesses. Mark has led a series of significant savings and wealth transformation initiatives, supported and lead major acquisition / divestment and integration activities globally. He has worked with a number of the major wealth platform vendor community.

Richard Budnyj, Managing Director of Platform Action said: “I am delighted to announce that Mark Mortimer has joined Platform Action as Client Account Director at an exciting time in Platform Action’s growth.  Mark brings a depth of knowledge in the wealth / platform arena having worked alongside some major wealth managers and leading platform suppliers.

“I believe Mark’s expertise and skills will play a key part in the continued development and growth of Platform Action as a “go to” consultancy in this market and play a significant role in our future success.”

Mark Mortimer said: “I am delighted to be joining Platform Action at this exciting stage in their growth. Platform Action are a forward-thinking, pragmatic and outcomes focused Consultancy team with a great track record and impressive client list. At such a challenging time for all wealth managers, the need for pragmatic, trusted and cost effective consultants with deep real world wealth expertise has never been greater. I firmly believe Platform Action can provide this and I am excited to be supporting the proposition and client engagement growth.”