I reached out to Marco from doing some research online, in search of guidance and advice around our future savings position and options for us and where we need to focus on ensuring we have sufficient reserves for retirement. My wife and I had a great interaction with Marco who provided us with very practical, supportive and real (i.e. no nonsense) ideas, advice and recommendations on where we need to focus. Marco's explanations were constructive and very clear but also detailed and informative where needed. He has a very down to earth approach and has a great ability to connect with people to offer a genuinely customer first approach. Technically he knows his stuff and equally as importantly he gets to the know the individuals that he is helping in order to tailor the advice accordingly. Marco, thank you very much for your help so far, it's much appreciated!

Marco explained my pensions to me in plain English and was able to tell me exactly where I stand with them and how they’ll help me when I stop work. Highly recommend him.

Marco has been working with us for 12 years. During this time my wife and I have worked full time in stressful industries, been made redundant, returned to education as mature students, been self employed and taken retirement.  Marco has streamlined our finances, he manages our funds, advises us on financial and lifestyle issues and has guided us into a comfortable retirement. We recommend him wholeheartedly.

Thank you Marco - your ability to explain things in layman's terms really helps us to understand and make informed decisions about preparing for our futures.

We have dealt with Marco for years. He set up Ian's personnal pension and our fixed rate mortgages allowing us to pay off the mortgage early. So when Ian retired early we asked Marco to help access his pension for income. He has consolidated two pensions into a new provider and set up monthly payments until we access our state pensions.

As an Attorney under my elderly Mother-in-law's LPA, I needed advice on the best options for ensuring her capital provided funding for her care home fees for the rest of her life. Marco provided those investment options, enabling me to settle on a plan that balanced reasonable risk with the aim of achieving a better rate of growth, after costs, than a simple cash investment. The plan also aimed at ensuring, at the very least, the capital sum, after appropriate drawdowns to fund care fees, holds its value against inflation.