My wife and I inherited money and wanted to invest wisely. Marco was friendly and knowledgeable and explained things in a way that even I could understand. The patience and time taken to explain things enabled us to agree sound strategy for moving ahead with an investment portfolio. His advice and guidance was always helpful, but never pushy and at all times we felt in control.
Read MoreI didn't have adequate pension provision and was worried that I'd left it too late. Marco assured me I hadn't! Marco has always been very helpful in explaining everything clearly and honestly. So far the pension is performing as it should but he reviews it regularly and would let me know if things change.
Read MoreMarco stands out from the crowd because he focuses more on the person than the money. He listens astutely to what you want to achieve and offers you a clear path towards it. Marco makes it clear that money is a means to an end. Once the basics are in place, he challenges you to focus on the value of life experiences, as much as the value of one investment over another. Marco's advice helped us to understand whether we were likely to have enough money to cover a variety of scenarios. He has a refreshingly holistic approach to finance.
Read MoreMarco conducted a comprehensive review of our current spending, future plans and pension packages and provided a clear, easily understood review of the options that we asked about. Marco was very understanding and non-judgemental; it was a delight that he provided the advice we required and didnt try to sell us products that we didnt need. We have a clear understanding around our options for early retirement.
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