Mark Holtom

Name (Last, First)
HOLTOM, MARK
Company
Ethical Investing NZ Limited
Phone
09 337 0997
Mobile
(027) 836-6918
Address
PO Box 316
Auckland
Areas of Advice
Cash Management, Direct Investment, Financial Planning, Investment, KiwiSaver / Retirement, Managed Funds
Professional Designations
Profile
Mark has over 30 years’ experience in the Financial Services sector both 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 the National Certificate in Financial Services (Level 5) as well as Advanced Financial Planning Certification from the United Kingdom.

In 2004, Mark 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 Ethical Investing NZ team.

Mark 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.
Mark Andrew Holtom