About
PRISM.T brings structure and strategic clarity to technical complexity, and ensures that clarity is felt by every client it reaches. We work alongside financial planners and advisory firms to strengthen judgement, refine decision-making, and deliver complex work with confidence."
The values behind our work
PRISM.T is built on more than technical expertise. Our work is guided by principles that shape how we think, how we collaborate, and how we support the firms we work with.
(01)
Trust
We work with discretion, integrity, and uncompromising professional standards. Trust is earned through rigour, clarity, and a commitment to technical excellence.
(02)
Simplify
Complexity is part of the profession. Confusion is not. We distil intricate legislation and layered structures into clear, practical insight, not to oversimplify, but to make complexity understandable and usable.
(03)
Dare
We challenge assumptions and test strategy where clarity can be strengthened. Innovation, to us, is disciplined improvement refining how advice is structured without compromising rigour.
(04)
Grow
Technical excellence is not static. We believe in continuous development, strengthening capability, sharpening judgement, and building confidence over time. Growth applies to advisers, firms, and to us.
Meet the team
PRISM.T is intentionally built around complementary expertise. Strategic technical leadership is matched with operational discipline and client-centred delivery.
Our shared commitment is simple: deliver work of the highest standard, thoughtfully executed and professionally grounded.
Mark Tan
Founder & Technical Director
Mark is a quadruple chartered professional (ACA, CTA, FPFS, Chartered Wealth Manager) with deep expertise across complex tax and high-net-worth financial planning.
He specialises in helping advisers navigate complex client situations by breaking down technical rules, stress-testing planning options, and providing clear guidance. Known for his warmth and accessibility, Mark has a natural ability to make intricate issues feel understandable and manageable, helping advisers move forward with clarity and confidence.
At PRISM.T, he leads the firm’s strategic and technical direction, ensuring every engagement is grounded in rigorous thinking, structured insight and senior-level expertise.
Marion Jaillant
Director - Operations & Client Experience
Marion leads operations and client experience at PRISM.T bringing a design-led perspective to how complex advice is delivered and experienced.
With a background leading international design programmes and building cross-functional frameworks, she specialises in closing the gap between quality of advice and the experience clients actually receive – applying systems thinking, inclusive design and operational discipline to every engagement.
Her design expertise complements Mark's technical depth – ensuring complex work is not only executed with rigour, but experienced with clarity and confidence by every client it reaches.