-
"I have been a client of Marcus for several years when he was the advisor connected to the Ashton branch of the Cheshire Building Society. I have always...
-
"I have been with Marcus for more than six years and during that time I have found his advice always to be sound and well explained. He is very approachable...
-
"Marcus has been my financial adviser for several years. He is very friendly and approachable and is brilliant at explaining complex things clearly. He is...
Expertise
- Pension Advice
- Pension Auto Enrolment
- Pension Consolidation
- Pension Planning
- Pension Transfers
- ISA's
- Investment Planning
- Investment Bonds
- Investment Advice
- Life Insurance
- Critical illness cover
- Investment
- Pension
- Protection
- Life cover
- Income Protection
- Goal Planning
- Pensions
- investment planning
Summary
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
With over 10 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.
I provide Financial advice relating to all aspects of investments, pensions and life cover.
I am CeMAP, CeFA and DipFA qualified. I am also a MIFS member.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. And, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.
As a result, you will be better informed, confident and empowered to reach your financial goals.
Experience
-
True Potential Wealth Management LLP
Financial Adviser
- Current
Qualifications
CeMAP CeFA DipFA MLIBF
