Celebrating 25 years

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Mark Perry

Vice President - International Pensions

About Mark

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 adviser 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.


  • 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.

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.