0330 038 8941
Based in Telford
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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: 03 January 2026
Marc is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marc's status
11
Recent Client Reviews
Marc has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marc has received 11 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: 02 September 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.
10
Qualifications Uploaded
Marc has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 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
19
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marc (based on 19 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 19 first impressions)
Independent Financial Adviser | Chartered Firm | Pension, Investment and IHT Specialist As a truly Independent Financial Adviser with over 20 years’ experience, I’m passionate about helping clients make informed financial decisions that align with their personal goals. I believe financial planning starts with listening — understanding what you want to achieve and tailoring advice that supports those ambitions. I take pride in offering honest, straightforward guidance and have built my reputation on integrity, clarity, and a holistic approach. This commitment has earned me Top Rated Adviser status with consistently excellent client feedback — featured in The Times Top Rated Advisers for four years. I work with Croft & Oakes, one of the select few firms in the UK to hold Corporate Chartered status – the gold standard in financial planning, reflecting our technical expertise and client-first values. My areas of specialism include: • Pension Planning & Transfers – Making the most of pension frameworks to support long-term goals, and to retire comfortably • Investment Planning – Helping clients grow and protect their wealth tax efficiently • Inheritance Tax Planning – Structuring estates to support generational wealth transfer What clients value most is my ability to explain complex topics in clear, jargon-free language — giving you the confidence to make the right decisions for your future. Let’s have a conversation about how I can help you achieve your financial goals.