Marcus is a qualified Chartered Financial Planner and has worked within the financial services industry for over 15 years. He provides advice across the Cumbrian region in all areas of corporate and individual financial planning, ranging from investments and inheritance tax planning through to company pensions and business protection.
With independent client reviews through VouchedFor, Marcus is featured in the 'Guide To The UK’s Top Rated Financial Advisers' as featured in The Times newspaper.