Mark Pate
Mark holds the Diploma in Financial Planning, with passes in Taxation, Trusts and Advanced Investment Planning. He is a member of the Personal Finance Society. Mark is currently studying for the Investment Management Certificate through the UK Society of Investment Professionals, after which he intends to attain Chartered Financial Planner Status.
Mark is a founding partner of Holden and Partners and has worked in financial planning for twenty years. He specialises in advising clients working in the legal and medical professions.
He plays golf and also enjoys cycling and motorcycling and likes to travel.
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