Marcus Blase

Marcus Blase Email and Phone Number

Senior Consultant @ Cartlidge Morland
London, GB
Marcus Blase's Location
London, England, United Kingdom, United Kingdom
Marcus Blase's Contact Details

Marcus Blase phone numbers

About Marcus Blase

Marcus Blase is a Senior Consultant at Cartlidge Morland. He possess expertise in investments, wealth management, inheritance tax planning, pensions, portfolio management and 12 more skills.

Marcus Blase's Current Company Details
Cartlidge Morland

Cartlidge Morland

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Senior Consultant
London, GB
Employees:
25
Marcus Blase Work Experience Details
  • Cartlidge Morland
    Senior Consultant
    Cartlidge Morland
    London, Gb
  • Evolution Financial Services Ltd
    Senior Financial Advisor
    Evolution Financial Services Ltd Dec 2015 - Present
    6 Park Road, Teddington, Tw11 0Aa
    Taken a new office in Mayfair and now run my own portfolio as an Independent Financial Adviser and Wealth Manager. We have good admin backup and plan to develop the London office. We provide high level, quality advice in all areas of financial planning, and benefit from the extensive training and experience that I've received. My time is mainly spent on maintaining existing relationships whilst developing new opportunities, as well as continuing on my professional studies and development.
  • Cartlidge Morland
    Senior Consultant
    Cartlidge Morland Aug 2012 - Present
    London, United Kingdom
    I specialise in Wealth Management which includes investment planning and strategy, Inheritance tax planning including onshore and offshore Trusts and providing general financial planning solutions.
  • Origen Financial Services
    Independant Financial Adviser
    Origen Financial Services Nov 2004 - 2012
    Chancery Lane, London
    Management of an active and extensive portfolio of clients who required financial advice mainly in the investment arena, retirement solutions and Trust work.
  • Hsbc
    Senior Financial Consultant
    Hsbc 1991 - 2003
    HSBC tied Financial Adviser covering South London and Croydon areas.

Marcus Blase Skills

Investments Wealth Management Inheritance Tax Planning Pensions Portfolio Management Change Management Retirement Planning Risk Management Project Management Income Protection Investment Strategies Retirement Investment Management Strategic Financial Planning Wealth Protection Insurance

Marcus Blase Education Details

  • Oswestry Boys High School
    Oswestry Boys High School
  • Rhyn Park School
    Rhyn Park School

Frequently Asked Questions about Marcus Blase

What company does Marcus Blase work for?

Marcus Blase works for Cartlidge Morland

What is Marcus Blase's role at the current company?

Marcus Blase's current role is Senior Consultant.

What is Marcus Blase's direct phone number?

Marcus Blase's direct phone number is +4477105*****

What schools did Marcus Blase attend?

Marcus Blase attended Oswestry Boys High School, Rhyn Park School.

What skills is Marcus Blase known for?

Marcus Blase has skills like Investments, Wealth Management, Inheritance Tax Planning, Pensions, Portfolio Management, Change Management, Retirement Planning, Risk Management, Project Management, Income Protection, Investment Strategies, Retirement.

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