Mark Holmes BA(Hons) APFS
Chartered Financial Planner at Self-employed- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Park Gate, UK
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Experience
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Lloyds Bank Private Banking
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Banking
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100 - 200 Employee
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Chartered Financial Planner
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Jun 2018 - Present
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Chartered Private Banking & Advice Manager
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Aug 2014 - Present
Winchester
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Chartered Independent Financial Adviser
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2018 - Present
Winchester, Southampton, Portsmouth and surrounding areas
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Lloyds Bank
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United Kingdom
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Banking
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700 & Above Employee
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Wealth Management Advisor, Commercial
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Jun 2002 - May 2018
Southampton, United Kingdom Commercial financial planning including business protection employee benefits company pensions and corporate investments. Personal financial planning includes investment planning, inheritance tax mitigation retirement funding.
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Financial Consultant
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Jul 1998 - Jun 2002
Southampton, United Kingdom Financial advisor in retail banking. Personal holisitic financial planning. Planning solutions involved protection, pensions, savings and investments.
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Education
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1993 - 1996
Staffordshire University
Business Studies, Business and Economics -
1988 - 1993
Hele's School Plympton
GCSE's and A Levels
Community
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