Mark Perry

Mark Perry Email and Phone Number

Mark is our International Pension Transfer Specialist, with nearly 3 decades of experience in this specialist sector. @ Holborn Assets LLC
united arab emirates
Mark Perry's Location
Great Malvern, England, United Kingdom, United Kingdom
Mark Perry's Contact Details

Mark Perry work email

Mark Perry personal email

n/a
About Mark Perry

A good client of mine told me recently that I was in the “ex-pat pension pain and problem-solving business“ I guess that wraps it up very nicely. Some random examples of recent work this week: * Helped a 62-year-old business owner, now living in Australia to access a 40-year-old company pension worth over £140,000 * Assisted a 59-year-old CEO living in Canada to combine 5 previous employer pensions into one, combined worth £750,000 * Reinvested £250,000 from a pension that had been ‘left behind’ after moving to New York * Helped a recent widower from Toronto locate her husband's pension and advise her moving forward * Resolved the breakdown in communication with 3 pension providers for a recent divorcee from Vancouver * Changed the life of an elderly man, who never thought he had a pension in the first place in Novia Scotia * Battled with a UK Life for a Sydney client to obtain a policy number and values after a group buyout some 13 years ago. All previous attempts failing after leaving the UK for over 20 years.* This year alone helped over 500 people connect with the UK State pension system and obtain forecasts for what is due. YOU ARE ENTITLED TO A PENSION IF YOU HAVE MORE THAN 10 QUALIFYING YEARS.What I do from day to day seems normal for me, but after 28 years, I would like to think that I change peoples lives, especially when it comes to retirement. I aim to provide all, with equal and excellent advice and service. If you would like to discuss your situation and options then let’s connect on Linked In or book a scheduled call at https://calendly.com/mark-perry/phone-or-zoomAlternatively, drop me an email to mark.perry@holbornassets.com

Mark Perry's Current Company Details
Holborn Assets LLC

Holborn Assets Llc

View
Mark is our International Pension Transfer Specialist, with nearly 3 decades of experience in this specialist sector.
united arab emirates
Employees:
454
Mark Perry Work Experience Details
  • Holborn Assets Llc
    Senior Partner Of Holborn’S International Pensions Division:Worldwide
    Holborn Assets Llc Oct 2015 - Present
    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.
  • Holborn Australia Pty Ltd
    Head Of Holborn Australia (Uk Pension Transfer Specialist)
    Holborn Australia Pty Ltd Apr 2022 - Aug 2024
    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.
  • Morgan Fitzgerald Limited
    Managing Director
    Morgan Fitzgerald Limited Feb 2003 - Apr 2015
    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.
  • Morgan Capel
    Managing Partner
    Morgan Capel Mar 2001 - Jan 2003
    West Midlands
    Partner status dealing directly with corporate clients, with specific knowledge and management of SSAS and Executive pensions. DFM’s selection and oversight.
  • Inter Alliance Group Services
    Regional Director / Transfer Team
    Inter Alliance Group Services Jan 1999 - Mar 2001
    London, United Kingdom
    CF24 Pension Transfer specialist overseeing compliance functions for all defined benefit / contributions for the group.
  • Zurich Insurance Company Ltd
    Pension Transfer Specialist
    Zurich Insurance Company Ltd Jul 1996 - Dec 1999
    Birmingham, United Kingdom
    Individual advice on pre-retirement pension accumulation and consolidation.Business / personal protection

Mark Perry Skills

Finance Financial Planning Wealth Management Portfolio Management Investments Financial Advisory Financial Services Investment Advisory Financial Analysis Pension Audits International Tax Crowdfunding Qrops Expatriate Tax Pensions In Divorce Retirement Planning Management Pensions Wealth Management Services Holistic Financial Planning

Mark Perry Education Details

Frequently Asked Questions about Mark Perry

What company does Mark Perry work for?

Mark Perry works for Holborn Assets Llc

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

Mark Perry's current role is Mark is our International Pension Transfer Specialist, with nearly 3 decades of experience in this specialist sector..

What is Mark Perry's email address?

Mark Perry's email address is ma****@****ets.com

What schools did Mark Perry attend?

Mark Perry attended Chartered Insurance Institute.

What are some of Mark Perry's interests?

Mark Perry has interest in Disaster And Humanitarian Relief, Children, Education.

What skills is Mark Perry known for?

Mark Perry has skills like Finance, Financial Planning, Wealth Management, Portfolio Management, Investments, Financial Advisory, Financial Services, Investment Advisory, Financial Analysis, Pension Audits, International Tax, Crowdfunding.

Who are Mark Perry's colleagues?

Mark Perry's colleagues are Salim Abuteir, Hanlie Fourie, Gary Austin, Adrian Bradley, Marites Clemente, Calum Heathfield, Kelvyn Vallester.

Not the Mark Perry you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.