Welcome
I’m Marco Vallone, the founder.
It’s easy to tell you how great we are on our website. I’ll spare you that and invite you to meet us to find out for yourself. The only thing I would say, though, is that the part of the job I enjoy the most is having a positive impact on the lives of our clients. Everything else fits in to place after that.
We provide independent financial advice. We try to not no to use jargon because we like to keep things simple. Whatever financial service you might need, it’s important that you seek regulated independent advice so you know you’re protected.
There’s more to life than work so, when I’m not in the office, I like to enjoy time with my family (I know, everyone says that!). I do a bit of running and also enjoy martial arts (I do Taekwon-Do).
But I’m not one of those annoyingly sporty people. I like reading and watching Netflix as well. Relaxing is a much meligned activity!
Donna is our paraplanner. She helps with a lot of the research and report writing work. She’s very capable and is an important part of the business.
Tracey is an expert in compliance. She supports our business with regular compliance support and oversight to make sure the business you’re dealing with is safe!
Nathan helps us with strategic work. The type of things where it’s good to get a fresh pair of eyes on. He challenges my thinking and, therefore, makes sure I don’t always get my own way!
We work with various other 3rd parties who help us deliver an excellent service to our clients but that’s all ‘behind the scenes’ stuff. Suffice to say, you’re in safe hands with us!