Marc Shackman

Marc Shackman

Senior Technical Consultant

Who do I work with?

I work in close partnership with clients, providing in-depth technical analysis of their financial position and how it can be arranged in as efficient a manner possible. In most cases this is centred around an holistic plan that considers a client’s goals, aspirations and objectives and how their finances can be best positioned to meet these over their lifetimes.

About me?

I have worked in financial services since graduating from university in 2003, initially working for a boutique foreign currency mortgage company before switching focus to financial planning. Over my career I have worked primarily with High Net Worth/Ultra High Net Worth clients in a range of fields from entertainment and sport to medicine and banking.

Away from the office I am a keen traveller and cook and in particular a lover of all things Italian.

Contact Info

Location London
Specialisms Estate & Succession Planning, Cashflow Planning & Modelling
Qualifications Diploma in Financial Planning (RQF Level 4), Chartered Financial Planner (RQF Level 6)
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