The Team

Catherine Opoku

Catherine has been in financial services for over 25 years. She is a Chartered Financial Planner, with a particular focus on pensions.

She has been a registered Pension Transfer Specialist. Furthermore, she ran the Transfer Bureau for a major industry life office.

She has also held various other compliance roles within the industry, giving her an invaluable breadth and depth of knowledge and experience.

Catherine moved into paraplanning eight years ago.

Marcus Opoku

Marcus has over 30 years’ experience in financial services.

Roles held include:

Advice and Sales Monitoring
Compliance Audit
Mortgage Endowment Complaint Handling
Most recently, Field Compliance & Training supervisor for the South East Region for a leading IFA network, responsible for over 75 advisers.

Marcus has a strong belief in the value of independent financial advice, and is committed to helping people cut through the regulatory maze to achieve their goals.

Marcus moved into paraplanning five years ago.

We are committed to excellence and to ongoing professional development.