BUSINESS CATEGORY
Financial Services

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Business: Mark Holmes Wealth Management

Phone:
07966 398581

Address:
Willow Cottage, 28 Willowhayne Avenue, East Preston BN16 1PL
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Proprietor: Mark Holmes

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Mark Holmes Wealth Management

In the complex and fast changing world in which we live, pro-active management of our financial affairs can often be neglected, especially when lacking your own trusted local adviser who you can easily reach at your own convenience.


Having worked within the financial services industry for over 30 years, I appreciate how much clients value the personal touch, being able to turn to both a friend and trusted adviser, when making important decisions in regard to their financial affairs. As a qualified financial planner, I established my own business in 2013, now based in East Preston, to ensure that I could provide a more personalised service to my clients, providing holistic advice on all aspects of wealth management, including investment planning, inheritance tax advice and advising on long term care fee planning.
Core values based around integrity, discretion, dependability and diversity form the foundation of my business and are reflected in all of my dealings with both existing and potential clients.

These values are complemented by the highest professional standards, as a member of the Chartered Insurance Institute and undertaking a schedule of on-going professional development, to ensure my clients receive advice which is both timely and relevant to their own situation. Please feel free to contact me at any time for your own review.

Testimonial:
“Having lost confidence in the present impersonal attitude of my Bank, I was fortunate to find that Mark had established his own practice, based locally. I sought his assistance in looking after my affairs, a decision I’ve had no cause to regret. Prompt individual attention and careful consideration of my needs have produced a harmonious and very satisfactory outcome. I can recommend his services without hesitation”.
Anon, Retired
Mark Holmes Wealth Management

In the complex and fast changing world in which we live, pro-active management of our financial affairs can often be neglected, especially when lacking your own trusted local adviser who you can easily reach at your own convenience.

Having worked within the financial services industry for over 30 years, I appreciate how much clients value the personal touch, being able to turn to both a friend and trusted adviser, when making important decisions in regard to their financial affairs. As a qualified financial planner, I established my own business in 2013, now based in East Preston, to ensure that I could provide a more personalised service to my clients, providing holistic advice on all aspects of wealth management, including investment planning, inheritance tax advice and advising on long term care fee planning. Core values based around integrity, discretion, dependability and diversity form the foundation of my business and are reflected in all of my dealings with both existing and potential clients. These values are complemented by the highest professional standards, as a member of the Chartered Insurance Institute and undertaking a schedule of on-going professional development, to ensure my clients receive advice which is both timely and relevant to their own situation. Please feel free to contact me at any time for your own review.

Testimonial:
“Having lost confidence in the present impersonal attitude of my Bank, I was fortunate to find that Mark had established his own practice, based locally. I sought his assistance in looking after my affairs, a decision I’ve had no cause to regret. Prompt individual attention and careful consideration of my needs have produced a harmonious and very satisfactory outcome. I can recommend his services without hesitation”.
Anon, Retired
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Kind Regards
Mark Holmes