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Last Article Uploaded: Wednesday, November 13th, 12:13PM

Peter Lee's planning firm grows

Fee-based boutique advisory firm, C2C Partners has added a new financial planner to its ranks.

Thursday, October 31st 2019, 9:48AM

Mark Holtom

Mark Holtom has has joined Peter Lee's planning firm C2C.

Holtom has more than 28 years experience in the financial services sector in the United Kingdom and New Zealand, having worked in senior roles within large corporate institutions, as well as small boutique advisory businesses. 

He holds Authorised Financial Adviser (AFA) status as well as Advanced Financial Planning Certification from the United Kingdom.

In 2004, he and his wife decided to up sticks and leave the United Kingdom with a dream of building a new life in New Zealand.  He enjoyed working and gaining extensive experience while achieving many successes with several large New Zealand financial corporates, including winning awards. However, he discovered there was a motivation to revisit his earlier career of working with a smaller boutique advisory firm, which resulted in an opportunity to join the C2CPartners team.

Holtom believes in thoroughly understanding his clients’ current and future aspirations, and what is most important to them, which he endorses as the foundation of great financial planning. He supports, assists and guides his clients to build a solid financial roadmap to help them secure their wealth and financial future.

C2C Partners describes itself as "evidence-based, impartial, unbiased and experienced."

"We’re also unashamedly committed to sustainable investment as the basis for our advice."

Tags: people

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