Mark Perry

Vice President - International Pensions

About

With a number of years of experience in the Offshore Financial Services market, Mark’s speciality is in offshore pension transfers; as well as offering key expertise in UK tax legislation.

Mark looks after individuals and companies in search of reliable advice and guidance in retirement and taxation planning. With 24 years advisor experience, Mark has advised on a wide range of products and services – and, over the years, has co-created many sophisticated financial arrangements.

Always flexible, Mark is always happy to dovetail his experience with any client-instructed accountant or solicitor.

One of Mark’s key achievements was the successful acquisition of his business (holding client funds in excess of £50m) by the Attivo Group (£500m+) in 2015.

Skills and expertise

    • Mark holds the advanced Diploma qualifications in Financial Planning from the Chartered Insurance Institute (CII), leading to Chartered
    • Financial Planner status. These qualifications accredit that Mark’s core proficiencies are in taxation, trusts and pensions.
  • Mar is married and loves to travel.

  • “Professional and knowledgeable. I find working with Holborn Assets very good. I recommend them to everyone.” – Mr. D.

Latest blog articles

How to Get a UK Mortgage when Living Abroad

It is easy to get a mortgage in the UK from the UAE… Read More

By Alex . 16th August 2018

Brit expats demand more paperwork from EU (!)

Post Brexit White Paper, British expats living in the EU face fresh anxiety… Read More

By Julian Thompson . 14th August 2018