Mark is a Chartered Accountant, Chartered Financial Planner and CFPCM Practitioner. He was Managing Partner of Holden & Partners for three years to July 2012 and is Partner in charge of www.worldwiseinvestor.com.
He has advised clients for over 10 years, specialising in investments and pre and post retirement planning. He is a keen advocate of sustainable and thematic investment and in September 2011 launched with the help of six investment houses www.worldwiseinvestor.com on which Mark regularly blogs and writes news pieces bringing ethical, environmental and thematic investment to life for investors and IFAs alike.
Mark has also featured in New Model Adviser which is a magazine dedicated to helping professional financial planners in their personal and business development.
Previously Mark studied History at Keble College, Oxford, before training as a Chartered Accountant at Price Waterhouse. From 1999 he worked as an adviser at Holden Meehan until 2003 when he left to co-found Holden & Partners. He is married with two children, lives in Putney and enjoys hockey, skiing and the occasional game of golf.
"Just a short note to thank you personally for your diligence and advice concerning the release of equity deal your firm recently undertook for my wife and me. This was carried out to a quite tight timetable and delivered on time."
Michael S.all testimonials