Mark Ventham
Chartered Financial Planner - Client Director
I enjoy working with a broad range of clients. I particularly enjoy providing retirement advice to those clients entering the later stages of their careers, devising and implementing retirement strategies to enable my clients to stop work and “live life”, helping them transition into one of life’s most important chapters.
Before Templar
Having graduated in 2013, Mark worked in retail banking before joining Templar (for the first time!) in 2015.
During this time, Mark worked closely with Alan, Paul and Paulina, while studying hard to achieve his level 6 Diploma in Financial Advice.
Mark went on to work as a Senior Consultant at an independent Wealth Management business, advising a number of private clients on a wide range of financial planning and investment management areas, before rejoining Templar as a Client Director in 2023.
Inside Templar
Mark provides advice to those looking to accumulate and build wealth as well as those in need of more complex tax, estate and legacy planning.
A self-confessed financial planning ‘geek’, Mark is always researching and keeping on top of developments in financial planning. He is a keen advocate of ensuring that his clients live their lives to their fullest and works hard to help make that a reality.
Mark is also a key part of Templar’s growth and succession plan as we look to secure the future of the business.
Specialisms
- Retirement Planning
- Investment analysis and reporting
Outside Templar
More often than not, Mark can be found playing or watching some form of sport - particularly football, cricket and golf.
He also tries to take his own advice by travelling as much as possible and indulging his love for good food.
Professional qualifications:
- Level 4 and Level 6 Diploma in Financial Planning
- Chartered Associate of the London Institute of Banking and Finance
- First Class Honours Degree, Business Studies, Nottingham Trent University
Experience:
8 Years
Phone:
020 7644 9754