0330 038 8938
Based in Huddersfield
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: June, 2023
4.9 out of 5
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 statusLast checked: 16 October 2026
Marcus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marcus's status
44
Recent Client Reviews
Marcus has received 44 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Marcus has received 44 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 August 2026
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.
Qualifications Uploaded
Marcus has not yet added their qualifications to their profileQualifications not yet added
Marcus has not yet added their qualifications to their profile
Transparent Fees
Marcus has not yet added their fees to their profileFees not yet added
Marcus has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 5 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 5 first impressions)
About
My career in Financial Services began in 2017, and I was immediately drawn to the industry. My passion for helping clients achieve their financial goals inspired me to pursue and obtain my Diploma in Regulated Financial Advice, with the aim of becoming an Independent Financial Planner. What I enjoy most about my role is meeting clients from all walks of life, understanding their unique circumstances, and helping bridge the gap between their current financial position and future aspirations. I value building long-term relationships and seeing clients progress toward their goals over time. I am currently working toward my Level 6 Diploma in Regulated Financial Advice and aspire to become a Chartered Financial Adviser, widely regarded as the gold standard within the profession. I provide advice across the UK on a range of areas, including savings and investments, pensions, personal and business protection, mortgages, and lifetime mortgages. I also assist with inheritance tax (IHT) planning and offer guidance on retirement-related concerns.
