Catherine has been in financial services for over 28 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 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 in 2013.
Marcus has over 37 years’ experience in financial services.
Roles held include:
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 in 2017.
We are committed to excellence and to ongoing professional development.