DP

David Pfs

Chief Executive Officer

Markland Hill Wealth

Lancaster, England


Contact Information

Email
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Company Information

Company
Markland Hill Wealth
Industry
financial services
Employees
37.0
Seniority
C suite

Technologies

Microsoft Office 365 Google Font API WordPress.org Google Maps reCAPTCHA Mobile Friendly Google Tag Manager

Keywords

independent financial adviser investments pensions mortgages life insurance financial planning pension planning lifetime allowance commercial property purchase workplace pensions investment management tax efficient investments ethical investing sharia compliant investing personal protection critical illness cover income protection private medical insurance business protection corporate financial planning inheritance tax planning tax year end financial advice mortgage services specialist planning charity finance divorce financial planning children's critical illness cover executive income protection holistic financial advice self-invested personal pension pension drawdown annual allowance tapered annual allowance money purchase annual allowance transitional tax-free cash valuation of investments property investment investment strategy risk management client consultation financial technology market trends wealth management retirement solutions investment options portfolio diversification financial goals fund allocation financial regulations economic updates client education financial security pension reviews financial services finance technology information technology & services

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