about us our wealth planners marc holden
Certified Financial Planner
Member of the London Institute of Banking Finance (LIBF)
Diploma For Financial Advisers (DipFA)
Marc started his career in financial services in 1993, with 21 years as an Financial Adviser, 4 of which have been with Succession. He is a Certified Financial Planner, accredited by the London Institute of Banking Finance. Specialising in Mortgage, Pension & Investment planning.
"I love the great outdoors either training for marathons or just walking my dogs. We have recently invested in Spanish property and hoping to enjoy some warm family holidays."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.