Mark Perry Email & Phone Number

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

Listed skills include Finance, Financial Planning, Wealth Management, Portfolio Management, and 16 others.

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  Chartered Insurance Institute

  Afpc,Pfs,Efa