I focus solely on providing face-to-face advice and offer a dedicated, personal wealth management service to build long-term, trusted relationships. Together, we would look to create a working plan, providing you with a clear direction towards meeting your financial goals. This includes clarifying your objectives and researching all of the options available to you.
After 18 years in the City and a successful career in asset management selling investment funds into wealth managers and private banks in the UK & Europe, I have transitioned into wealth management recognising the importance of building strong client relationships and access to a distinctive investment offering.
Having established a solid network of professional clients, and being able to leverage off the investment knowledge I have gleaned over my career in financial services, I am focused on something I am passionate about - building trusted long-term client relationships, and helping my clients achieve their financial objectives.
With the pride and dedication that I place on developing solid personal relationships with my clients, I ensure that I offer a rounded, professional and principled service. Fundamentally, I see my approach as one of problem solving for the client - rather than product-selling. As a result, having gone through a thorough and detailed analysis of their financial situation, my clients can expect to receive the most comprehensive and appropriate advice at all stages of their life.
Having enjoyed a successful career in the City since 1998, I hold a BA Hons (2:1) in Politics from the University of East Anglia, am a fluent Spanish speaker, and hold both the Investment Management Certificate and the Diploma in Regulated Financial Planning.
Outside of work, I am keen on all things fitness related including training in the gym, cycling, photography, skiing, sailing and field sports.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We offer an excellent wealth management service which will help you achieve your goals
Marc's approach in helping me to make the right investment, truly has been second to none and I couldn't recommend him more highly. With my situation in particular, his attention to detail enabled me to make the right choices and I am delighted with how things have gone. I am very much looking forwa...
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
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.