Chartered Wealth Planner
Certified Financial Planner & Chartered Wealth Manager (CISI)
Diploma in Financial Planning (CISI)
Investment Advice Diploma (IAD)
Marcus graduated from the University of Manchester with a degree in Law with Politics. With several years prior experience in the legal profession and Chartered status as a Financial Planner, Marcus is uniquely placed to offer financial planning solutions with the aim of helping you achieve your goals.
"Outside of work I am a member of Hertford Hockey Club, a keen golfer and follow Manchester United to as many away games as possible!"
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.