Wealth & Estate Planning Specialist Adviser
Marc practised as a solicitor for many years before re training to become a financial adviser. Since joining the financial services industry, he has undertaken several specialist qualifications in financial planning designation, trusts and estate planning which puts him in a select group of only 3% of advisers in the UK.
Marc is a highly technical adviser and focuses his advice on helping business owners use their limited company as a financial planning tool, providing security for their family and retirement. Marc also provides estate planning guidance including wealth preservation and ‘bloodline protection’ for high-net-worth clients.
In his spare time, he spends time with his family including his two young daughters. He loves training in the gym and is obsessed with podcasts related to personal finance and development.
