Marcus has a long career in the Financial Services industry spanning over 20 years. He was initially trained by HSBC Bank and spent 14 years with them as a Financial consultant advising on their own products and investments. He then moved to Origen Financial Services becoming and Independent Financial Adviser before moving to Cartlidge Morland as a Wealth Manager, developing further experience and being City based.
He holds the CIOBS Diploma in Investment Planning and Financial Services (QCF Level 4) and he is currently studying with the Chartered Institute for Securities and Investment (CISI) for the QCF Level 6 Chartered Private Client Investment Advice & Management
Marcus has now joined Evolution Financial Services to further progress the business with Andy and Bhav and to assist expanding the company. Marcus runs the Teddington office and is also developing a client portfolio in Welshpool & Shrewsbury area.
Marcus is married to Sandra, who is a full-time teacher and they have 2 sons. Sport, health and fitness are important to all the family and he rides mountain bikes with his local club in the UK and the Alps.