Marc joined the financial services industry in 1988 and after a successful career working for 2 of the UK’s largest bancassurers he was invited to join St. James's Place in 2008.
Marc specialises in advising new and existing clients on their protection, retirement, savings and investment planning needs whilst building long term, trusted relationships along the way.
He has a wealth of experience and knowledge in personal financial planning and was awarded the prestigious Chartered Financial Planner status from the Chartered Insurance Institute in 2018.
In 2019, Marc became a Director of CFS Wealth Planning Limited.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.