Marc Burman (Certified Financial Planner)
N3, London
(7)
N3, London
(7)
I am a fully independent, whole of market adviser.
This means I can recommened all products and services available to help you meet your financial objectives.
I am a level 6, certified financial planner which puts me in the top 3% of advisers in the UK.
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7 customer reviews
Avi Tam
Really knowledgeable and at the same time personable but not 'salesy'.
Genuinely wanted to help me and not just try and sell me a product like other IFA's I have spoken to in the past.
Spencer Shaw
Marc fully explained the process to me and made me feel at ease. Absolutely no 'hard sell' which is what I was initially worried about when taking advice in this area.
He also showed me how I can be using all my 'tax free' allowances to get them working for me.
I now feel on track with my money and feel confident for the financial future of myself and my family.
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Craig Hartzel
Massively helped me make order of my finances and set me up for the future. I now have a clear financial strategy which has been automated so its completely hands off.
Marc also advised how I can reduce my corporation tax bill for my business by working with my accountant which really helped me.
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Caroline Ratner
Completely put me at ease and took the time to explain the full process to me.
I felt really comfortable with Marc and I was really happy with his service.
Would highly recommend him.
Robert Fishman
It has been a pleasure working with Marc developing a financial plan for my retirement and to optimise my investment strategy. He is both highly knowledgeable and personable and happy to take the time to explain all options, giving me confidence that the decisions I have taken are tailored to my circumstances and situation. I highly recommend Marc to anyone who is looking for a financial advisor. More...
Oliver Shorts
Marc was helpful and I would highly recommend.
Adam Barton
Marc took time to fully understand my objectives before making his recommendations.
He was really helpful, knowledgeable and professional throughout our dealings.
I can highly recommend Marc to anyone that is serious about becoming financially organised and thinking about investing.
Marc also used an online modelling tool that gave me a great visual on my finances.
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What do you love most about your job?
I help my clients meet their financial objectives, whether that is retiring early, reaching financial independence or making sure they never run out of money.
One of my success stories is a dentist that came into see me who had experienced health issues in the past so time was very precious to him. He had no longer enjoyed his work, to use his words he "felt shackled to the chair" and had had enough!
He had carried out some calculations and he had worked out he could retire in 5 years time. After I had reviewed his current holdings and available assets, I had him retired in 3 months. Now he sends me post cards from the different parts of the world he travels to.
What inspired you to start your own business?
It is my mission to make sure that my clients get to do all the things they planned to do before its too late.
Why should our clients choose you?
I only act in my clients best interest and I use all my experience and qualifications to help my clients meet their objectives.
Can you provide your services online or remotely? If so, please add details.
Yes, I use zoom meetings regularly so tend to help clients regardless of their locations.
What changes have you made to keep your customers safe from Covid-19?
I utilise zoom meetings and docusign for e mail signatures.
Investment Advice
Using tax free and general investment vehicles to help you meet your financial objectives
Financial Planning
Using cashflow modelling to show what actions need to be taken now in order to meet your future objectives.
Ensuring you are utilising all your tax free vehicles.
Estate Planning
Arranging your assets so that the right people receive the right sums at the right time.
This includes will and trust planning, preserving the family estate for future generations and inheritance tax mitigation.
Management of Money
Making sure your inestments are performing as they should be for the correct level of investment risk you are taking.
