Mark Dodd

Mark Dodd Email and Phone Number

Partner, FPFS, Chartered MCSI, Certified and Chartered Financial Planner, STEP Affiliate @ Holden & Partners
London, GB
Mark Dodd's Location
London, England, United Kingdom, United Kingdom
Mark Dodd's Contact Details

Mark Dodd personal email

n/a
About Mark Dodd

One of a small though growing number of STEP Affiliate qualified Fellow's of the Personal Finance Society, Chartered Financial Planner, and CFP Chartered MCSI members, who are FCA Statement of Professional Standing approved through the Chartered Insurance Institute.Based in Farringdon, Central London, my areas of expertise and interests include the provision of holistic financial planning, succession planning, family protection and investment & pension restructure (including on divorce) for the pre and post retirement market, to individuals and business owner/managers.Specialities/Areas Of Work:

Mark Dodd's Current Company Details
Holden & Partners

Holden & Partners

View
Partner, FPFS, Chartered MCSI, Certified and Chartered Financial Planner, STEP Affiliate
London, GB
Employees:
30
Mark Dodd Work Experience Details
  • Holden & Partners
    Partner, Fpfs, Chartered Mcsi, Certified And Chartered Financial Planner, Step Affiliate
    Holden & Partners
    London, Gb
  • Holden & Partners
    Partner, Fpfs, Chartered Mcsi, Certified & Chartered Financial Planner, Step Affiliate
    Holden & Partners Dec 2009 - Present
    Farringdon, London
    Day to day, my time is spent assisting individuals clients who value a bespoke financial planning service, tailored to meet their personal requirements as they evolve and their needs and circumstance change over time. I relish the challenges of building appropriate solutions and helping clients achieve their immediate and longer term objectives, in particular tax efficient investment and pension requirements, pension restructure/consolidation, specialist pension and divorce, succession planning and welcome working alongside any clients other recognised professionals.I believe strongly in the need to assess the important and often forgotten personal or business protection requirements, the foundation for all good financial plans.At Holden & Partners, we provide a highly bespoke financial advisory service for our clients, ensuring investments are arranged within a clear and documented investment process, as well as offering a unique insight into the specialist area of environmental and climate change investment for those with an interest in sustainable investment solutions, using both in-house bespoke and managed portfolio service solutions.Holden & Partners is very pleased to have been awarded the STEP Financial Adviser Team of the Year 2022.
  • Street Sports Hope
    Board Trustee & Treasurer
    Street Sports Hope Nov 2016 - Present
    United Kingdom
    We are helping street children and young people in Sierra Leone, particularly those struggling financially following the Ebola outbreak.With your support, we can help the Ebola orphans and street children of Sierra Leone, through sports, we can give them hope – providing food for their families, ending child labour and allowing them to return to school, giving them an education and a chance for a better life.Check out our website www.streetsportshope.org, twitter @streetsprtshope or find us on facebook
  • Pro Potential Football Club
    Club Secretary
    Pro Potential Football Club Aug 2009 - May 2016
    West London
    In my time with Pro Potential, I was involved in and devoted to the development of youngsters aspiring to follow in the footsteps of their footballing heroes. At Pro Potential FC, based in West London, we ran youth teams from age 7 to 18, who trained weekly and participated in local leagues and overseas tournaments. Now that our U18s have reached their season end and will be moving on, hopefully progressing their football further, time has come for the club to move on too. An amazing experience and one I will cherish for the rest of my life.
  • John Lamb Partnership Ltd
    Chartered Financial Planner
    John Lamb Partnership Ltd Sep 2005 - Dec 2009
    London
    John Lamb is a long established firm of financial advisers, with high levels of integrity, experience and knowledge of complex financial affairs, and prides itself in developing long term relationships with its clients and professional connections.As a senior member of the advisory team, my focus was predominantly in the development of the private client relationships, as well as working closely with fellow professionals, with the aim of providing bespoke solutions for their protection, pension and investment requirements.
  • Macrobins Plc
    Associate Director
    Macrobins Plc Jun 2000 - Sep 2005
    London, United Kingdom
    Independent Financial Adviser near Smithfield market, providing bespoke financial planning services to private and corporate clients.
  • Midlands Investment Agency
    Partner
    Midlands Investment Agency 1996 - 2000
    Wolverhampton, United Kingdom

Mark Dodd Skills

Pensions Financial Advisory Strategic Financial Planning Investments Retirement Financial Planning Wealth Management Finance Wealth Income Protection Investment Advisory Protection Retirement Planning High Net Worth Individuals Inheritance Tax Planning Financial Services Financial Planners Pension Funds Management Risk Management Tax Estate Planning Investment Strategies Trusts Personal Financial Planning Wealth Management Services Savings Fixed Annuities Asset Allocation Portfolio Management Estate Tax Planning Critical Illness Personal Finance Succession Planning Asset Management Pensions In Divorce Pension Restructuring Investment Management

Mark Dodd Education Details

  • Huddersfield Polytechnic
    Huddersfield Polytechnic
    Business Studies
  • Regis School
    Regis School

Frequently Asked Questions about Mark Dodd

What company does Mark Dodd work for?

Mark Dodd works for Holden & Partners

What is Mark Dodd's role at the current company?

Mark Dodd's current role is Partner, FPFS, Chartered MCSI, Certified and Chartered Financial Planner, STEP Affiliate.

What is Mark Dodd's email address?

Mark Dodd's email address is md****@****s.co.uk

What schools did Mark Dodd attend?

Mark Dodd attended Huddersfield Polytechnic, Regis School.

What skills is Mark Dodd known for?

Mark Dodd has skills like Pensions, Financial Advisory, Strategic Financial Planning, Investments, Retirement, Financial Planning, Wealth Management, Finance, Wealth, Income Protection, Investment Advisory, Protection.

Who are Mark Dodd's colleagues?

Mark Dodd's colleagues are Bruce Davies, Mark Pate, Steven Graves, Neil Sargeant, Annika Wilson, Paul S.d.j. D., Tim Cosway.

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