0330 038 8940
Based in Mold
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FCA status: Certified by Firm
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
Last checked: 15 April 2025
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
2
Recent Client Reviews
Marcus has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marcus has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 12 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
8
Qualifications Uploaded
Marcus has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Marcus has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Marcus has not yet added their fees to their profile
Fees not yet added
Marcus has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
Last checked: 15 April 2025
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
2
Recent Client Reviews
Marcus has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marcus has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 12 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
8
Qualifications Uploaded
Marcus has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Marcus has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Marcus has not yet added their fees to their profile
Fees not yet added
Marcus has not yet added their fees to their profile
As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support. I advise on both pensions and investments and have very extensive experience in the 'at retirement' marketplace and Inheritance Tax Planning. I am therefore able to offer financial planning right through to retirement, the eventual arrangement of pension income and then Later Life Planning. My philosophy as an adviser is to make a client the most tax efficient as possibly they can be. My emphasis is listening too clients and creating a bespoke financial advice best suited to my client’s financial needs, while building and maintaining a long term relationship by seeing my clients on a regular basis.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Marcus's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Age group
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.