Marcus Rees

Marcus Rees

Romilly Financial

Minimum savings/pensions: Over £50,000

0292 227 9218
Based in Penarth
View location
Top Rated 2025
Verified since: January, 2014
4.6 out of 5

180 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 18 November 2025

    Marcus and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Marcus has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 November 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.

  • 4

    Qualifications Uploaded

    4 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 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

  • 59

    Positive First Impressions

    83% of users who are not yet clients had a positive first experience with Marcus

    83% of VouchedFor users have had a positive (4 or 5 star) first experience with Marcus (based on 59 first impressions)

With over 30 years of experience in the Financial Services sector Marcus has an extensive knowledge of working with clients both corporate and retail, helping each achieve their aims and goals. Starting with Chemical Bank in Cardiff (now JPMorgan Chase) he worked with large corporate investors on multi-million pound transactions in the foreign exchange markets. He joined Romilly Financial in 2010. He has an excellent reputation working closely with his clients ensuring they are financially stable, well protected and achieving their long-term financial goals. Specialising in pensions, investing and estate planning he is a member of The Institute of Financial Services (IFS), and Society of Trusts and Estate Planning (STEP). Diploma qualified with IFS he is also has later life, long term care and equity release qualifications. He has clients from a wide range of professions, business owners and sole traders and focuses on tax efficient savings and investments.