Mark Perry Email & Phone Number

Global Branch Offices In Uk, Australia,Cyprus, Africa, Asia & Europe

Established in 1998, Holborn Assets are a financial services company with offices in key strategic locations.We specialise in financial advice geared towards the expatriate market, having won multiple awards for our work. We believe in taking an honest, transparent approach to financial management. Doing what is best for our clients is our top priority.Holborn Assets are associated with some of the market-leading investment and money management firms. Because of this, our clients can be sure they have access to the best independent financial advice and the broadest range of products in the market.Our mission is simple; to offer our clients the expert advice they need to put their money in the right place, at the right time.In broad terms, consulting with and advising international clients on their UK pension positions and overall retirement planning objectives. This can involve advice on the transferring of frozen UK pension benefits into UK (SIPP) or international pension schemes (QROPS), based upon a complete and thorough examination of the client's present position and plans.I worked specifically in Canada from 2015 to 2019, and from 2020 until Q3 of 2024 in Australia. My focus now is servicing my worldwide client's requirements on behalf of Holborn Assets.

Sydney, New South Wales, Australia

Holborn Assets is a leading global provider of international financial services that is associated with the most prestigious institutions in the sector. The company brings together the investment expertise of the best international money management firms in the market. Australia is a popular retirement destination, especially for British expats. If you are one of the thousands of expats looking to retire in Australia, make sure your pension is at the forefront of your retirement planning strategy.

London, United Kingdom

Morgan Fitzgerald Limited an Authorised and Regulated firm by the Financial Conduct Authority, has conducted financial advice to SME in the West Midlands since 04/11/2003. The firm specialised in pension transfers. Over the years the firm has been able to adapt to regulatory change and continue to service its clients.Over the years Mark has consistently provided excellent customer service to his clients. A successful acquisition of his business with Attivo Group in May of 2015.

West Midlands

Partner status dealing directly with corporate clients, with specific knowledge and management of SSAS and Executive pensions. DFM’s selection and oversight.

London, United Kingdom

CF24 Pension Transfer specialist overseeing compliance functions for all defined benefit / contributions for the group.

Birmingham, United Kingdom

Individual advice on pre-retirement pension accumulation and consolidation.Business / personal protection