"Takes great care to understand my personal financial situation"

Marco has been helping me plan and invest for my retirement since 2021. Marco has always taken great care to understand my personal financial situation, what my long term needs are and my overall life ambitions. I now have a comprehensive financial plan to take me to retirement and beyond. We review the plan annually to make sure I am on track or if any adjustments are required. I have always found Marco to be highly professional, very easy to talk to and interested in my personal situation. I often call on him for ad hoc financial advice, which he never fails to provide in easy to understand terms. I would not hesitate to recommend Marco to anyone seeking financial investment and planning advice.