0292 227 9218
Based in Penarth
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 18 February 2025
Marcus and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Verified reviews: 100%
Marcus has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 05 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
4 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 provided information on their typical fees
Marcus has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
56
Positive First Impressions
82% of users who are not yet clients had a positive first experience with Marcus
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 56 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 18 February 2025
Marcus and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Verified reviews: 100%
Marcus has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 05 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
4 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 provided information on their typical fees
Marcus has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
56
Positive First Impressions
82% of users who are not yet clients had a positive first experience with Marcus
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 56 first impressions)
With over 30 years of experience in the Financial Services sector Marcus has an extensive knowledge of working with clients both corporate and retail, helping each achieve their aims and goals. Starting with Chemical Bank in Cardiff (now JPMorgan Chase) he worked with large corporate investors on multi-million pound transactions in the foreign exchange markets. He joined Romilly Financial in 2010. He has an excellent reputation working closely with his clients ensuring they are financially stable, well protected and achieving their long-term financial goals. Specialising in pensions, investing and estate planning he is a member of The Institute of Financial Services (IFS), and Society of Trusts and Estate Planning (STEP). Diploma qualified with IFS he is also has later life, long term care and equity release qualifications. He has clients from a wide range of professions, business owners and sole traders and focuses on tax efficient savings and investments.
Offers available through VouchedFor
Contact Marcus through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
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