Peter Lee's planning firm grows
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.
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