Marcus Perks

Marcus Perks Email and Phone Number

Trainee Independent Financial Adviser | Supportive Financial Planning Ltd @ Supportive Financial Planning Ltd
Marcus Perks's Location
Stratford-Upon-Avon, England, United Kingdom, United Kingdom
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.

Marcus Perks's Current Company Details
Supportive Financial Planning Ltd

Supportive Financial Planning Ltd

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Trainee Independent Financial Adviser | Supportive Financial Planning Ltd
Marcus Perks Work Experience Details
  • Supportive Financial Planning Ltd
    Trainee Independant Financial Adviser
    Supportive Financial Planning Ltd Jul 2024 - Present
    Stratford-Upon-Avon, England, United Kingdom
    Currently working as the Client Experience Manager whilst training to complete my Diploma in Regulated Financial Planning.
  • The Wardrobe At Niche
    Sales Associate
    The Wardrobe At Niche Sep 2024 - Present
    Shipston-On-Stour, England, United Kingdom
    Sales Associate working one day a week at the Wardrobe Designer Dress Agency.
  • University Of Portsmouth
    Psychology Research Assistant
    University Of Portsmouth Jul 2023 - Sep 2023
    Portsmouth, England, United Kingdom
    Psychology Research Assistant to a Senior Lecturer. Role includes conducting interviews and transcribing the recordings.
  • Brown Clee C Of E Primary School
    Volunteer Reading Assistant
    Brown Clee C Of E Primary School Sep 2021 - Jan 2023
    Portsmouth, England, United Kingdom
  • Crowne Plaza® Hotels & Resorts
    Food And Beverage Assistant
    Crowne Plaza® Hotels & Resorts May 2021 - Sep 2021
    Stratford-Upon-Avon, England, United Kingdom
  • Specsavers
    Optical Assistant
    Specsavers Jun 2019 - Mar 2020
    Bridgnorth, England, United Kingdom

Marcus Perks Education Details

Frequently Asked Questions about Marcus Perks

What company does Marcus Perks work for?

Marcus Perks works for Supportive Financial Planning Ltd

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

Marcus Perks's current role is Trainee Independent Financial Adviser | Supportive Financial Planning Ltd.

What schools did Marcus Perks attend?

Marcus Perks attended Chartered Insurance Institute, University Of Portsmouth, Wolverhampton Grammar School, King Edward's School, Birmingham.

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