Marcus Carlton FPFS

Marcus Carlton FPFS

Chartered Financial Planner

Who do I work with?

Financially successful people who see the value in delegating.

If you are like many financially successful people then time will be at a premium.

Me and my team of experts will help you to get your entire financial house in perfect order removing the stress and legwork involved.

We will take on board your most important priorities and goals and ensure that you are on track to achieving them.

About me?

I have dedicated my entire career, over 40 years now, to helping people navigate the financial world.

I hate jargon, pompous financial professionals and unnecessary complexity.

My father was a highly successful financial planner back when most people didn’t even know there was such a thing.

Growing up in a financially literate household and being exposed to some of his amazing and inspirational clients ensured I would follow in his footsteps.

More recently I spent time in San Diego over a 4 year period training with an elite group of the best financial advisers in the world in order to develop and hone a class leading service.

Outside of work

I am lucky to have great friends who enjoy good food and travel.

Skiing is a passion which my wife and two daughters share with me.

Many of my friends are clients and people who love classic cars and road trips.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

Contact Info

Location Home Counties, London, International
Specialisms High Net Worth Private Clients, Holistic Wealth Planning, International, Tax & Asset Structuring
Qualifications Diploma in Financial Planning (RQF Level 4), Chartered Financial Planner (RQF Level 6), Pension Transfer Specialist, Long Term Care (CF8)
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