Posts tagged Tak
“Translated the jargon so I could understand it!"

I took early retirement at 61 and needed specialist financial advice. Marco has confirmed my initial budgetary costings and my thoughts on what type of pension route to take, and enabled me to see the long term picture, as well as explaining the various financial products on offer and what many of the industry jargon actually means.

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Marco ValloneTak
"Marco ticked all the boxes in terms of taking a more long term holistic approach"

I am looking to retire early in 2022 after 42+ years at my company and needed some specialist advice. I had initial interviews with a number of independent financial advisors but Marco ticked all the boxes in terms of taking a more long term holistic approach to what we wanted to get out of life in the next 30 years, as opposed to just giving pure financial advice. We have a planned proposal drawn up which looks to provide some investment income and stability for the future, and I am now on pause waiting for my retirement date.

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Marco ValloneTak