Marcus has financial services experience spanning more than two decades. He cut his teeth working as a Financial Consultant at HSBC, before gaining experience at other firms including city-based Cartlidge Morland. Never one to sit back, he’s studying with the Chartered Institute for Securities and Investment to reach Level 6 Chartered Private Client Investment Advice & Management.
Working closely with Andy and Bhav, Marcus heads up our Teddington office, bringing the sought-after Evolution service to many new clients in that area. He’s also working hard to develop a client portfolio in the Welshpool and Shrewsbury areas.
Marcus is married to Sandra, a schoolteacher, and they have two sons. They’re a sporty bunch, all into health and fitness, but Marcus is particularly keen on mountain biking. In fact, with his local club, he’s completed many trails both in the UK and in the Alps.