Mark Dodd Email and Phone Number
Mark Dodd work email
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Mark Dodd personal email
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:
Holden & Partners
View- Website:
- holden-partners.co.uk
- Employees:
- 30
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Partner, Fpfs, Chartered Mcsi, Certified And Chartered Financial Planner, Step AffiliateHolden & PartnersLondon, Gb -
Partner, Fpfs, Chartered Mcsi, Certified & Chartered Financial Planner, Step AffiliateHolden & Partners Dec 2009 - PresentFarringdon, LondonDay 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. -
Board Trustee & TreasurerStreet Sports Hope Nov 2016 - PresentUnited KingdomWe 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
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Club SecretaryPro Potential Football Club Aug 2009 - May 2016West LondonIn 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.
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Chartered Financial PlannerJohn Lamb Partnership Ltd Sep 2005 - Dec 2009LondonJohn 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. -
Associate DirectorMacrobins Plc Jun 2000 - Sep 2005London, United KingdomIndependent Financial Adviser near Smithfield market, providing bespoke financial planning services to private and corporate clients. -
PartnerMidlands Investment Agency 1996 - 2000Wolverhampton, United Kingdom
Mark Dodd Skills
Mark Dodd Education Details
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Huddersfield PolytechnicBusiness Studies -
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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