We use cookies to give you the best experience and help us improve our website.

Find out more about how we use cookies.

Staff Marc Ward

Financial Planner

Marc is a holder of the CII’s Advanced Business Financial Planning qualification with knowledge of the tax and legal aspects of business. Marc’s experience in business specific insurance and investment products, company tax planning, and his keen interest in planning for the business sector, has him well positioned to provide a holistic and rounded service to entrepreneurs and business owners.

Marc is Diploma qualified and hoping to achieve chartered status within the next year. Able to offer advice in pensions, investments, company schemes, and personal insurances. With his experience in personal pensions, auto-enrolment, defined & safeguarded benefits, SIPPs & SSASs, and hybrid schemes, he has a solid grasp of the pension’s environment for both corporate and individual clients.

A firm believer in all things being connected and seeing things from your perspective, Marc will help you look at the ‘big picture’ and discuss how a plan with you at the centre can help you achieve your goals and ambitions.

Book a free discovery call with Marc