Marcus started his career within the financial services industry in 2002, and during this time has worked in a number of roles which have included technical support, paraplanning and now as an IFA.
He spent his early years working in the City of London, much of this as a Senior Financial Planner advising wealthy business owners and city professionals at the professional services group, Smith & Williamson. During his time in London, Marcus achieved Chartered Financial Planner status.
Marcus advises clients and the legal profession on Personal Injury Trusts and Trustee investments, and his role at Pareto allows him to use his expertise across a number of disciplines, including individual and corporate planning. In particular, he has thorough practical knowledge of retirement planning for both individuals and companies.
He understands the need to work closely with both solicitors and the accountancy profession to provide the best advice and build long-term relationships with his clients.
Call us now to discuss further how we can help you or if you would like a quotation.