He brings more than 25 years of experience in Financial Services, including roles in banking, mortgage advice and business development before becoming a Financial Planner in 2014.
He is a Chartered Financial Planner and a Fellow of the Personal Finance Society (FPFS), reflecting his commitment to maintaining the highest professional standards. Throughout his career, Marc has helped clients navigate important financial decisions and build plans designed to support their long-term goals.
Marc’s approach is based on listening first and understanding what clients are looking to achieve. He believes financial planning should be clear and straightforward, helping clients feel confident about their future without unnecessary complexity. By taking the time to understand each client’s circumstances and objectives, he is able to provide advice that is both practical and easy to understand.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.