Testimonials

Marcus has been our adviser for a number of years. He is very thorough in his approach and goes to great trouble to ensure he his providing the right level of support and guidance. He provides regularly updates on issues around the Financial markets when feels these are pertinent. We would always consultant him when we have an important financial decision.
Fin Coffey, Customer Development Controller - Wholesale Channel ()

Marcus has been my IFA now for about 5 years and was recommended to me by my business accountant. As someone who spends a lot of time away from home and working towards retirement I was looking for someone local who could give me personal financial advice and knock into shape my multitude small pensions into one scheme and manage my other assets. Having done this, he offered a product called Plan4Life which as the name suggests allow you to provide your income and expenses over the years and into retirement so giving insight into how your finances will track with time. I have found this invaluable during my reviews for planning my retirement. As a result I would have no hesitation in recommending Marcus.
Keith Taylor, Senior IT Project Manager at UK Mail ()

Marcus has provided me and my family with a valuable and trusted financial advice service over several years, including mortgages, income protection, insurances, etc. He is extremely knowledgeable, thorough and most of all focused to his clients individual requirements. I especially appreciate the way he explains things in a very concise way, that is easy to understand. I would highly recommend his financial advise
Janet Mardlin, Designer ()

Marcus is very detailed focused in his financial advice. We feel that our financial arrangements are better managed & protected because of our annual reviews with Marcus over many years.We have more recently particularly valued his discussion and development of our Plan4Life. Marcus is always knowledgeable on latest products, investments and political influence on financial issues. Over many years we have valued Marcus's advice on mortgages and insurances as our children grew up. He has now guided us with will writing so that we are now prepared to provide for our family. We have valued his support in such a manner that one of our daughters has now engaged his ervices as well as recommending him to many friends
Richard Pitt, Vice Chair ()

I approached Marcus on recommendation from someone else for a single piece of advice. I was really impressed with the speed at which he arranged things, and how straightforward he made it all seem. I was really pleased with his service and will certainly use him again in the future.
Natalie Cross, Family Law Barrister ()

I've know Marcus professionally for several years and I honestly say that my family's financial affairs have benefited from his knowledge, capabilities and experience. He is proactive at identifying potential savings which has proved valuable on a few occasions. I'm impressed by the way he continues to widen the portfolio of financial products he is qualified to help which leads to a more holistic view of our finances. I would not hesitate to recommend Marcus.Note though that, unlike him, I am not qualified to give out financial advice.
David Clarke, Analyst at NHS and IT Consultant ()

Marcus advised me on my first ever mortgage. He explained things in a way I could understand and that made me feel confident in the product he advised. Over the years Marcus has provided excellent and reliable advice, finding me mortgages and insurances for my various unusual circumstances. I value especiallly his integrity and reliability - he always checks deals out to the last detail and that is hugely valuable as it saves wasting time applying for a mortgage and later finding a stumbling block. Thank you :-)
Jo Winship, Lecturer ()

Marcus always tries to provide advice in a simple a way as possible. He has my full trust
James Bogue, Director at webCRM ()

Marcus is a reliable, thorough and efficient adviser. He is also a friendly and likeable person. Highly recommended?
Dr Bill Lockley, Visiting Professor at University of Surrey ()