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Marc Burman (Certified Financial Planner) profile image
M

Marc Burman (Certified Financial Planner)

‘21 Certificate of Excellence

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. My aim is to fully understand your objectives and what is important to you before recommending solutions to help you meet these objectives.

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Hear from
a professional

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.

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