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Gary Marcus
Partner

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My profile

Helping clients achieve financial freedom and security

I enjoy getting to know my clients, finding out what their financial goals are and working on a plan which will help to deliver the security and financial future they want.

As a client of mine, I provide a service that can often help to simplify your investments and enable a clearer understanding of their own position now, and in the future.

I work with my clients to ensure you are saving in the most tax efficient manner; fully utilising where possible tax breaks such as ISAs and pensions, but also look at protecting your wealth through the use of trusts for example.

How I can help you

My  knowledge and experience means I am able to help you in all  aspects of financial planning and money management, which aims to ensure you will have enough to maintain the lifestyle you want including:

  • financial planning to help you reach your personal financial goals;
  • helping you to make the most of your regular savings and investments;
  • making lump sum investments;
  • tax efficient planning;
  • planning for your retirement and pensions advice; and
  • protecting you, your family and your wealth for future generations

I treat each of my clients individually. Everyone has their own unique situation from which we can build your own financial plan to meet your needs and future aspirations and requirements.

The value I add to my clients

No matter the stage of life you are at, what financial goals you desire, or immediate needs or concerns you have, I will aim to help with a robust and bespoke plan.

I work with my clients at their own pace; typically we work out an agreed strategy and implement one piece at a time.

I consider myself a financial coach to my clients.  It’s not about advising on products and schemes, but providing an ongoing helpful hand to guide my clients to future financial security.  Many clients will have accumulated various financial plans over a number of years and often find it difficult to find the time to keep on top of the paperwork.

I will help to eliminate this often ongoing headache.  And in short, work with clients on an ongoing financial plan of action which we review together at least once a year.

Qualifications

I am a Partner in Foster Denovo and have worked with clients for more than 20 years.

I hold the CII Diploma in Financial Planning, the standard qualification required to advise clients, I also hold the Certificate in Actuarial Techniques.