I have joined Vision following a career of 22 years in financial services, 20 of those years spent giving advice to personal and commercial clients of Lloyds Banking Group. I spent 12 years in the Lloyds Corporate and Commercial division and 5 years looking after Private Banking in Winchester helping high net worth clients.
I decided to join Vision so that I could utilise my full range of qualifications and to be able to offer my clients a fully independent and impartial service. I also found that their philosophy and values were totally aligned to me and my business Eighteen Wealth Planning.
Your finances are extremely important. They help to maintain your standard of living and to assist your beneficiaries when you have gone. When you receive advice, especially when relating to your finances, it is vital that sufficient trust has been established prior to any proposals being presented. I am confident that my professionalism and thorough processes will help achieve your trust.
Primarily I help clients to build wealth so that specific goals can be met and to help ensure that financial security is achieved. Other clients want to ensure that the wealth that has been created gets passed to their beneficiaries and loved ones in the most effective way.
I offer a range of financial services and can offer a ‘best of market’ approach, so you can feel confident and reassured about any advice provided.
“We are extremely happy with the advice and help Mark has given us over the years and have recommended him unreservedly to friends who have all experienced the same level of friendly assistance or professional expertise that we have. We wouldn’t be without him.”
“Mark is always very helpful and informative. Always explains things in a way that I can understand and retain. Always turns up on time and very respectful.”
“Mark Holmes is an excellent financial advisor and I look forward to a long and profitable relationship.”
“This experience and knowledge results in wise strategic planning and advice which we value. I wish we’d been with him many years ago!”