Marco has always been really helpful. He keeps a close eye on how my money is doing and we have regular updates. He explains everything in plain English and will readily answer all queries. I feel so lucky he's my financial adviser and I trust him completely.

Marco is very friendly and approachable. He takes time to understand a clients needs and expectations and everything proposed is explained very clearly. Marco isn't the sort of IFA who is always looking to sell you another product but advises and helps you manage your finances to best advantage. Highly recommended.

Marco listens, which can be rare in advisers. Fabulous insights and advice and very fair fees. Thoroughly recommend.

I had my initial meeting with Marco and he was very informative and helpful. I would highly recommend him. He helped me to work out what my priorities and realities are and he didn't try to push any products or ideas on me. He gave me a range of possibilities to think about. In light of what we discussed, I'm now thinking about my next steps and he has made it clear that he'll be able to help me with that when I want him to.

I had an initial consultation with Marco to discuss future plans. He was engaging and really made the effort to take an interest in understanding us - it’s clear he values a partnership rather than a more transactional approach. He was open and transparent with what options there are available to us - we felt at ease speaking with him and really appreciate the time he gave to us. We would recommend Marco should anyone be looking for advice around their finances/planning for the future.

I recently stopped full-time work (semi-retirement) and had multiple pension pots from various employment positions.  Marco has helped us to get our finances under control and helped us to develop our financial plan.  He has been very good at listening and communicating during the development of the financial plan.