Wealth Management

The term wealth management can mean different things to different people. Generally, the aim of this will be to seek the greatest possible return for your investments, without taking an undue level of risk.

Pension Planning

The flexibility offered by Personal Pensions has improved significantly in recent years. However the complexity of pension planning remains the same. Since the Pension Freedom changes...

Protecting Your Wealth

During the asset building stage it is important to plan for the unpredictable. Nobody knows what the future holds. Insurance solutions are available for many risks. The main ones that I will consider with clients are:

Corporate Advice

Following 12 years of working for Lloyds Commercial Banking and giving advice to business and its owners, corporate advice remains to be a major element of planning with clients.

Welcome To Eighteen Wealth Planning

I created Eighteen Wealth Planning Limited so that individuals and businesses could benefit from over 2 decades of experience that I have in financial 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, in particular when relating to your finances, it is vital that sufficient trust has been established prior to any proposals being presented. I am confident that our professionalism and thorough processes will help achieve your trust.

Primarily we help clients to build wealth so that specific goals can be met and 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.

The process we follow is thorough and tailored to each client.

Mark Holmes APFS – Chartered Financial Planner, Eighteen Wealth Planning

About Us
Mark Holmes APFS – Chartered Financial Planner, Eighteen Wealth Planning

Testimonials

Mark listened to our overall needs and prompted us with key questions to ensure we did not overlook any aspect of our present financial position. We liked his calm professional approach and both immediately took him. It was clear from the first meeting that he was highly experienced in his field. Mark has guided us through a detailed process to assess our appetite for risk as part of an overall review of our asset position. He produced a very helpful and professional report containing his recommendations. Mark also provided excellent inheritance tax advice regarding my SIPP and income tax advice related to my wife being able to invest annually in a pension scheme.

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