An Associate Partner of St. James's Place Wealth Management

Mark Holmes

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Mark Holmes

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

To meet your aspirations and those of your loved ones, I focus on a holistic financial review, which is undertaken on a regular basis, taking into account not only your present requirements but also your future goals.

About

Having worked within the financial services industry for over 29 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.

I launched my own business, now based in East Preston, West Sussex, in order to provide my own unique approach in helping clients fulfil their financial ambitions. I have already been able to help many clients, with their financial planning requirements and their testimonials can be read on these pages. My fresh approach to the delivery of timely, personalised and topical financial information has been welcomed by my clients, ensuring that they are always kept abreast of developments which may affect them in the financial world.

Core values based around integrity, discretion, dependability and diversity form the foundation of my Practice and are reflected in all of my dealings with both existing and potential clients as well as within the larger community as a whole.

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Testimonials

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Mark has always been very clear and precise in explaining the intricacies of my investments. He makes a point of keeping in touch with emails and keeping me up to date with current news. An extremely conscientious partner who I would recommend to anyone.
Paula Richardson |Retired, Lindfield

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.