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.
Mark Holmes

Willow Cottage, 28 Willowhayne Avenue, East Preston, West Sussex, BN16 1PL

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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
I have known Mark both as a colleague and a friend for many years and during that time I have found him to be honest, principled and trustworthy. He has been looking after my investments for two years now and I am very satisfied with the results of his recommendations. I enjoy our twice-yearly meetings and I have no hesitation in recommending him.
Anon
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
Having lost confidence in the present impersonal attitude of my Bank, I was fortunate to find that Mark had established his own practice. 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
Mark has taken the time to understand perfectly our investment philosophy and wishes. We are confident that his advice and recommendations are sound and always in our best interest. We have no hesitation in recommending him to others who are looking for an adviser they can trust.
Anon
Since meeting Mark he has quickly become my trusted adviser and his timely advice has already paid dividends. I enjoy his weekly informative bulletins and look forward to developing our relationship over the coming years.
Anon
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
Mark always conducts our meetings in an informal yet business-like manner and throughout I have fully appreciated his knowledgeable and most professional approach in dealing with my financial situation. Without doubt, his helpful guidance and commitment to the task has served me very well in satisfying my financial needs. I would happily recommend Mark to any of my friends and family and indeed have already done so.
Anon
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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Mark Holmes
Mark Holmes
079 6639 8581