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.
Read MoreMarco is both personable and knowledgeable and went out of his way to tailor his comments/advice specifically to my context. I felt that I was discussing my finances with a trusted friend and not one who had any particular agenda except to help. I would wholeheartedly recommend him and his company.
Read MoreI approached Marco in 2021 for advice relating to investing for my retirement. Before offering any specific advice, Marco took great care to understand my personal financial situation, what my long term likely needs were and my overall life ambitions. Only once he had done this did he recommend a specific investment product within the context of a long term personal financial forecast.
Read MoreMarco conducted a comprehensive review of our current spending, future plans and pension packages and provided a clear, easily understood review of the options that we asked about. Marco was very understanding and non-judgemental; it was a delight that he provided the advice we required and didnt try to sell us products that we didnt need. We have a clear understanding around our options for early retirement.
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