Trainee Independant Financial Adviser
CurrentCurrently working as the Client Experience Manager whilst training to complete my Diploma in Regulated Financial Planning.
Jul 2024 - Present
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Marcus Perks Email & Phone Number
Trainee Independent Financial Adviser | Supportive Financial Planning Ltd
at
Supportive Financial Planning Ltd
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Trainee Independent Financial Adviser | Supportive Financial Planning Ltd
Location
Stratford-Upon-Avon, England, United Kingdom
Who is Marcus Perks? Overview
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Quick answer
Marcus Perks is listed as Trainee Independent Financial Adviser | Supportive Financial Planning Ltd at Supportive Financial Planning Ltd, based in Stratford-Upon-Avon, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Marcus Perks.
Marcus Perks previously worked as Trainee Independant Financial Adviser at Supportive Financial Planning Ltd and Sales Associate at The Wardrobe At Niche. Marcus Perks holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.
Company email context
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Supportive Financial Planning Ltd
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Profile bio
About Marcus Perks
At Supportive Financial Planning, we love to help our clients build their wealth and mitigate a very unpleasant inheritance tax bill for their children.We are the experts at utilising trusts, selecting investments, and we have a fantastic understanding of the legal side of retirement, so our clients can be sure they are receiving the best service.Having first trained in Psychology at the University of Portsmouth, and currently studying towards my Diploma in Financial Planning, I have now joined Supportive Financial Planning as a trainee, looking to make a long-term impact on the business.
Current workplace
Marcus Perks's current company
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6 roles
Marcus Perks work experience
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Sales Associate
Current
The Wardrobe At Niche
Sales Associate working one day a week at the Wardrobe Designer Dress Agency.
Sep 2024 - Present
Psychology Research Assistant
Psychology Research Assistant to a Senior Lecturer. Role includes conducting interviews and transcribing the recordings.
Jul 2023 - Sep 2023
Volunteer Reading Assistant
Sep 2021 - Jan 2023
Food And Beverage Assistant
May 2021 - Sep 2021
Optical Assistant
Jun 2019 - Mar 2020
4 education records
Marcus Perks education
Diploma In Regulated Financial Planning, Financial Planning And Services
Bachelor Of Science With Honours - Bsc (Hons), Psychology, First Class Honours
A-Levels, Psychology, Geography & Biology, A*A*A
Gcses, 10 Subjects Including Maths (7) And English (6,6)
FAQ
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What company does Marcus Perks work for?
Marcus Perks works for Supportive Financial Planning Ltd.
What is Marcus Perks's role at Supportive Financial Planning Ltd?
Marcus Perks is listed as Trainee Independent Financial Adviser | Supportive Financial Planning Ltd at Supportive Financial Planning Ltd.
Where is Marcus Perks based?
Marcus Perks is based in Stratford-Upon-Avon, England, United Kingdom while working with Supportive Financial Planning Ltd.
What companies has Marcus Perks worked for?
Marcus Perks has worked for Supportive Financial Planning Ltd, The Wardrobe At Niche, University Of Portsmouth, Brown Clee C Of E Primary School, and Crowne Plaza® Hotels & Resorts.
How can I contact Marcus Perks?
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What schools did Marcus Perks attend?
Marcus Perks holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.
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