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Investments
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Protection
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Holistic Planning

Holistic Planning
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About Mark

Mark O'Keefe CCIBS, DipIP PFA, CeMAP
Financial Planning Consultant

Mark is a diploma qualified financial professional, a member of the Chartered Institute of Bankers and also has past experience in financial services as a Financial Adviser with Barclays Bank Plc. Previous to his career in financial services he managed teams in both the manufacturing and services industries. Mark offers extensive experience as a financial adviser and his clients appreciate the straight forward, easy to understand financial advice and aims to offer uncomplicated solutions to their financial planning requirements.

A family man with two children, who has recently retired from playing rugby union but still follows most sports.

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The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.