Mark Holmes, Financial Advisor based in Warsash near Sarisbury Green
Eighteen Wealth Planning Limited, based in Warsash near Sarisbury Green, was formed in 2018. Mark Holmes is an experienced Financial Advisor who offers clients investment, retirement and Inheritance Tax advice as an independent financial advisor.
Company founder Mark Holmes has been part of the financial services industry since 1998. For the first 20 years that involved providing a wide range of financial planning solutions to clients of Lloyds Banking Group, initially in retail banking, then with the corporate and commercial division and finally with the Private Bank. Eighteen Wealth Planning Limited was formed in 2018 allowing Mark to continue to offer clients investment, retirement and Inheritance Tax advice as an independent advisor.
Situated in Warsash and living locally, Mark is proud to serve the local area, along with wider Southampton, Portsmouth and Winchester with impartial and independent financial advice.
Although Eighteen Wealth Planning Limited prides itself on being a local personalised company, we understand the importance of size and security and we are therefore an appointed representative of and supported by Vision IFP, a network of financial advisers.
OUR APPROACH
A clear and straightforward approach
We pride ourselves on being friendly and approachable, working to your preferences and needs. We will provide you with clear, easy to understand advice in a manner to suit you. We put you at the heart of all we do and ensure you are in the position to make informed decisions, so that we can deliver the most beneficial outcomes for you and your family.
Long-term relationships
We understand that making initial recommendations is only the start of your journey and believe it is vital that regular ongoing contact and support is provided to you. This ensures your arrangements continue to be appropriate and right for you and provides peace of mind. We believe that continuity of adviser is vital and important and is something we pride ourselves on being able to provide to you and your families.
At any stage of life
We understand that everyone has different situations and are at differing stages of life, with unique circumstances and family arrangements. We will take the time to understand where you are now, where you want to be in the future and the things you need and can do to help you achieve your financial goals. Then you can start to prioritise and make informed plans. We can talk you through the many options available to help you prioritise and achieve your goals. This could be to help to achieve the lifestyle you want in retirement, planning ahead for long-term care, being able to draw an income from your investments, or protecting your wealth for loved ones through careful inheritance tax planning.