Having completed a degree in mathematics and accounting, Mark Holt has worked in the financial services industry since 1996, working for Nelson’s Money Managers before joining Barclays Financial Management in 1998.
Mark was managing director of his own IFA firm, which he ran successfully for several years before joining the team at Frenkel Topping.
Mark’s strong interest in mathematics has had a positive impact for his role with Frenkel Topping where, having joined the team in 2010, he has been promoted through the ranks quickly and now holds the position of group commercial director and managing director for both Frenkel Topping Limited and Obiter Wealth Management. Mark is also head of the company’s litigation support team and is the lead expert for periodical payments/structured settlements, with industry-wide recognition.
Mark is authorised and regulated by the Financial Conduct Authority and currently holds the Statement of Professional Standing, as issued by the London Institute of Banking & Finance. Mark has also studied and successfully qualified in investment advice certificates and therefore has a great understanding of holistic financial planning.
Mark is married with a young daughter and enjoys playing competitive golf, but his greatest accolade is having represented Great Britain in kickboxing, He has also attained 3rd Dan in taekwondo.