Specialist technical support, built around advisers
Providing specialist technical paraplanning for advisers navigating their most complex client cases. That's why PRISM.T exists.
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)
Technical Excellence
Every recommendation begins with rigorous technical thinking. We combine deep expertise across tax, pensions, trusts and estate planning with practical judgement, ensuring our advice is technically robust and appropriate for the client's wider objectives.
(02)
Clarity
Complex financial planning is rarely simple, but it should always be understandable. We analyse technical complexity and transform it into clear, practical guidance that advisers can confidently apply and communicate.
(03)
Challenge
The best advice is strengthened through constructive challenge. We test assumptions, explore alternative strategies and provide independent technical insight that gives advisers greater confidence before recommendations reach the client.
(04)
Partnership
We work as an extension of your advice team, adapting to your processes and providing specialist technical support whenever it's needed. Whether supporting a single complex case or acting as your ongoing technical co-pilot, our success is measured by yours.
Meet the team
PRISM.T brings together complementary expertise. Mark provides the specialist technical knowledge behind complex financial planning, while Marion ensures every engagement is delivered with clarity, consistency and an exceptional client experience. Together, we combine technical excellence with a seamless way of working.
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's background combines international design consultancy with operational leadership, having managed complex design development programmes for leading organisations.
At PRISM.T, she applies that experience to oversee operations, client experience and business development, creating the structure, consistency and professionalism that underpin every client engagement.
Her expertise complements Mark's technical leadership, ensuring the client experience reflects the same high standards, clarity and professionalism as the technical expertise behind every recommendation.
The PRISM Philosophy
The name PRISM.T reflects the way we approach complex financial planning. Like a prism separating light into its component parts, we break down technical complexity into clear, structured thinking, helping advisers explore their options, challenge assumptions and move forward with confidence.