Expertise
- Pension Transfers
- Retirement Options
- Investment
- Pensions
- Wills
- family protection
- Wealth Management
- Invesment Planning
- Estate planning
- Mortgages
Summary
In summary, we genuinely care about our clients and take a pride in what we do. We ensure delivery of our promises together with a strong emphasis on customer service. It is these simple yet important qualities, coupled with our knowledge and expertise that differentiates us from the others.
Our service and ongoing attention to detail ensures we build lasting and trusted relationships with our clients.
As a truly independent organisation we make available the resources of companies across the entire financial market. This allows us to provide tailored solutions, as no one situation is the same, in a friendly relaxed manner.
Our charges are transparent and you will be made aware of these at outset, we never charge a client for our time if we cannot help or they do not wish to proceed with our advice.
We are proud to hold a 5 star rating on Trustpilot, so please take a look at what our clients have to say about us at
https://uk.trustpilot.com/review/thepensionplanner.co.uk
Marvin has moved through various roles within Financial Services, expanding his knowledge and expertise. His goal was always to provide the highest level of Independent Advice to his clients and now finds himself in the perfect position to do this. His years of hard work has now provided him with the platform to to showcase this experience.
Marvin enjoys spending his spare time with his friends and family. He is a keen cyclist and loves to keep fit. He enjoys cooking (and eating!) for and with those closest to him.
Experience
-
The Pension Planner
Independent Financial Adviser
- Current
Qualifications
CII Diploma in Regualted Financial Planning
CII Mortgage Advice Qualification
Approved Associate of The Institute of Professional Will Writers
Interests and Hobbies
Cycling, Cooking, Film & Cinema
