Mark Holman
Director at Portfolio Wealth Advice
Based in London, United Kingdom
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Seniority
Director
Department
General Business & Management
Location
London
Industry
Financial Services
Company size
1
Contact information
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m•••••••@portfoliowealth.london
Phone
5 credits+44 ••• •••• ••••
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Background
About Mark Holman
I am Director & Owner of Portfolio Wealth Advice. Portfolio Wealth Advice Ltd provides independent financial advice to individuals and businesses. We provide holistic financial planning advice on investments, savings, retirement planning, tax efficiency, work related benefits, preserved pensions from previous employment and non-investment insurance. At Portfolio Wealth Advice, we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We believe that the best wealth management service is provided through personal, face-to-face advice. We believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive ongoing review and monitoring service designed to create real value for all of our clients. Specialties: I advise on all aspects of financial planning, predominately savings, investments, pensions and protection planning.
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