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Director: Mark Holman
Mark has been working within financial services since 2000. He qualified as a financial adviser in 2002, starting as a tied agent within the Zurich Advice Network. He became a fully independent advisor at MBC IFM in 2004 and has been giving fully independent advice since then. In 2009 he was a founder member of Lord Financial. In 2015 Mark set up his own company Portfolio Wealth Advice. Mark is looking to grow his business by taking on new clients and continuing to provide ongoing advice to his existing client base.
Outside of work, Mark enjoys spending time with his wife and 2
children, socialising with friends and playing/watching sport.
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