0330 038 8941
Based in Amersham
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
Last checked: 17 April 2025
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
Recent Client Reviews
Marcus has not received any client reviews in the past 12 months
Marcus has not received any reviews in the last 12 months
Marcus has not received any client reviews in the past 12 months
Independent Financial Adviser
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.
Last checked: 17 June 2022
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.
5
Qualifications Uploaded
Marcus has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Marcus
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
Last checked: 17 April 2025
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
Recent Client Reviews
Marcus has not received any client reviews in the past 12 months
Marcus has not received any reviews in the last 12 months
Marcus has not received any client reviews in the past 12 months
Independent Financial Adviser
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.
Last checked: 17 June 2022
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.
5
Qualifications Uploaded
Marcus has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Marcus
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 3 first impressions)
Helping you create the best you. Having graduated from the University of Manchester with a degree in Law with Politics and with several years experience in the legal profession, I am uniquely placed to offer financial planning solutions that help you achieve your goals. My background in financial services and in client facing roles since 2013 has seen me train at each stage from client management to technical analyst. I specialise in building financial plans that address: - Investments and Savings - Pensions - Retirement income (annuities, drawdown) - Pension Transfers - Non Specialist - Inheritance Planning - Insurance & Protection At Succession we are independent and whole of market ensuring you get the best value for your money. I believe the key to being a good adviser is to build a relationship with you, to understand your needs and to use my experience to build financial plans that help you create the best you. My qualifications include the Certified Financial Planner and Chartered Wealth Management titles with the CISI, demonstrating my commitment to achieving the highest standards within the profession. At weekends you can find me following Manchester United, improving my golf game and playing hockey for my local team.
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
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.