DipPFS Diploma in Regulated Financial Planning
Independent Financial Adviser
Marcus joined the MHA Caves Wealth team in 2022. He started his career in financial services in 1996 at Lloyds bank and has vast experience working with different mutual societies and IFA networks.
Although he enjoys providing advice in all areas of personal and commercial wealth management and protection (including estate planning), he has built extensive expertise within the medical market and the NHS pension scheme. Marcus particularly enjoys the long-term relationships he has built with clients and observing the benefits his inter-generational planning will have on families for years to come.
When not advising clients, Marcus absorbs himself in painting and trips to the gym, (although this is a relatively new venture so we will see how it goes), along with all aspects of family life.