Financial Services Manager
Exeter | Sidmouth
email | 01392 34 64 64
Having lived in Exeter all of his working life, Marcus has been providing financial advice in the Exeter and Devon area since 1989.
A qualified financial adviser, he joined the firm in 2001 to help meet the demand by clients for truly independent investment and pension advice. In addition to being able to provide advice in all areas of financial planning, Marcus holds The Chartered Insurance Institute Long-Term Care and Lifetime Mortgage qualifications. Both of these additional qualifications add to his specialist knowledge in the increasingly important area of later life financial planning.
Married with two grown up children, Marcus enjoys most sports. When time permits, he plays golf on a regular basis at a local course where he is both a member and has served on the club committee. During the summer months, Marcus can be seen cycling around the beautiful East Devon countryside and has also participated in various charity rides over the years.