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Mark Ventham Email & Phone Number
Founder and Director
at
Cesta Financial Planning
LinkedIn matched
✓ Verified August 2026
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Profile completeness 100%
Current company
Role
Founder and Director
Location
London, England, United Kingdom
Company size
Who is Mark Ventham? Overview
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Quick answer
Mark Ventham is listed as Founder and Director at Cesta Financial Planning, a with 2 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Mark Ventham.
Mark Ventham previously worked as Client Director at Templar Financial Planning Limited and Senior Consultant - Private Client at Cartlidge Morland. Mark Ventham holds Bachelor'S Degree, Business Studies from Nottingham Trent University.
Company email context
Email format at Cesta Financial Planning
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Cesta Financial Planning
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Profile bio
About Mark Ventham
Chartered Financial Planner at Templar Financial Planning
Listed skills include Communication, Finance, Financial Analysis, Sales, and 2 others.
Current workplace
Mark Ventham's current company
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Cesta Financial Planning
5 roles
Mark Ventham work experience
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Client Director
Senior Consultant - Private Client
Private Client Consultant, specialising in lifestyle Financial Planning. Helping clients of all ages, professions and means establish and maintain a robust financial plan which incorporates all aspects of their finances. I focus on helping to devise and implement investment strategies to compliment the financial plan. This includes those who are still “accumulating” their wealth and also those looking to generate an income from their investments. I particularly specialise in devising drawdown strategies, focusing on investment risk, establishing a sustainable drawdown and encouraging (those who need it!) to spend and enjoy their wealth within sensible parameters. Outside of this, I also provide inheritance tax planning advice, which is always considered initially and as an ongoing concern, for those who require it. Financial planning is an all-encompassing profession and I enjoy acting as an advocate for all of my clients and connecting and working with other professionals to order their affairs.
Dec 2017 - Mar 2023
Trainee Financial Planner
Apr 2016 - Dec 2017
Personal Banking Manager
Nationwide Building Society
Helping customers in a variety of areas, specialising in Nationwide's investment proposition.
Dec 2013 - Apr 2016
2 education records
Mark Ventham education
Bachelor'S Degree, Business Studies
Level 4 Diploma In Financial Advice, Diploma In Financial Advice
University For Financial Education
FAQ
Frequently asked questions about Mark Ventham
Quick answers generated from the profile data available on this page.
What company does Mark Ventham work for?
Mark Ventham works for Cesta Financial Planning.
What is Mark Ventham's role at Cesta Financial Planning?
Mark Ventham is listed as Founder and Director at Cesta Financial Planning.
Where is Mark Ventham based?
Mark Ventham is based in London, England, United Kingdom while working with Cesta Financial Planning.
What companies has Mark Ventham worked for?
Mark Ventham has worked for Cesta Financial Planning, Templar Financial Planning Limited, Cartlidge Morland, and Nationwide Building Society.
How can I contact Mark Ventham?
You can use AeroLeads to view verified contact signals for Mark Ventham at Cesta Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Mark Ventham attend?
Mark Ventham holds Bachelor'S Degree, Business Studies from Nottingham Trent University.
What skills is Mark Ventham known for?
Mark Ventham is listed with skills including Communication, Finance, Financial Analysis, Sales, Financial Planning, and Report Writing.
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