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Mark Houldey

Chartered Financial Planner

I have been an Independent Financial Adviser for 25 years covering a holistic approach to all aspects of life’s financial plannings needs.

I cover all parts of protection, investments, pensions and estate planning.

A rounded approach making sure all aspects and facets of needs are covered

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in



Lincolnshire, Nottinghamshire

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