Mark Perry (IP)
I intend to use my wealth of knowledge of the offshore financial services market and UK tax legislation to good effect. With a number of years’ experience in the offshore financial services market, my specialty lies in offshore pension transfers.
My prime focus is any individual or a company that is in the pursuit of all forms of retirement and taxation planning. In addition, I don’t mind working closely with your own professional accountant or solicitor if required. With 19 years adviser experience, I have advised on a range of products and services covering sophisticated investment products together. Dealing with Non UK clients and Fiduciary companies’ covering Pan European jurisdictions has enabled me to act as a conduit to a number of specialist solutions.
One of my key achievements is the successful acquisition of my business with Attivo Group in May of 2015. Attivo Group currently controls over £500m funds under management, administration and advice. Moreover, my company held client funds under direct guidance in excess of £50 million.
I hold the advanced Diploma qualifications in Financial Planning from the Chartered Insurance Institute (CII), leading to Chartered Financial Planner status. Hence, my qualifications are suited to give advice, namely in taxation, trusts and pensions.