0330 038 8941
Based in Chorley
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2021
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Marc is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marc's status
Last checked: 20 June 2025
Marc is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marc's status
12
Recent Client Reviews
Marc has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marc has received 12 client reviews in the past 12 months; 100% of these have been verified
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: 18 June 2025
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.
2
Qualifications Uploaded
Marc has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Marc has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Marc has not yet added their fees to their profile
Fees not yet added
Marc has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marc (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Marc
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marc (based on 9 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Marc is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marc's status
Last checked: 20 June 2025
Marc is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marc's status
12
Recent Client Reviews
Marc has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marc has received 12 client reviews in the past 12 months; 100% of these have been verified
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: 18 June 2025
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.
2
Qualifications Uploaded
Marc has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Marc has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Marc has not yet added their fees to their profile
Fees not yet added
Marc has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marc (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Marc
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marc (based on 9 first impressions)
Based in Chorley, Lancashire, I accepted an invitation to join Perspective (North West) Ltd in January 2023 with the main aim of continuing to build on my reputation as a trusted financial planner, offering clients an excellent, independent and highly personalised service. I look to deliver this by taking time to truly understand clients personal circumstances and what’s important to them, in order to give the best opportunity to achieve the outcomes that they desire. I was born and grew up in Halifax, West Yorkshire, relocating to the North West in 2006.I have worked in banking and financial services for over 25 years, holding a number of roles including retirement consultant and business development manager as well as that of financial planner. In December 2017, I achieved the status of Chartered Financial Planner and also became a Fellow of the Personal Financial Society - something I am extremely proud of. The parts of the job the gives me most enjoyment is helping clients plan for their future, helping them to achieve their retirement goals and enjoy the retirement that they want for themselves. In my spare time I enjoy most sports, particularly cricket, motor sport and football. I has been a season ticket holder at Bradford City for more years than I cares to remember and I am currently trying - unsuccessfully - to convince my young son to follow this lead. Specialties include : Wealth Planning Retirement Planning Retirement Income Options Tax Planning and Estate planning Assisting Business Owners Wealth Protection
Offers available through VouchedFor
Contact Marc 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 Marc'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
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
The value of an investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs generally depends on individual circumstances. Equities do not provide the security of capital associated with a deposit account with a bank or building society.