Marcus Perks Email and Phone Number
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.
Supportive Financial Planning Ltd
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Trainee Independant Financial AdviserSupportive Financial Planning Ltd Jul 2024 - PresentStratford-Upon-Avon, England, United KingdomCurrently working as the Client Experience Manager whilst training to complete my Diploma in Regulated Financial Planning. -
Sales AssociateThe Wardrobe At Niche Sep 2024 - PresentShipston-On-Stour, England, United KingdomSales Associate working one day a week at the Wardrobe Designer Dress Agency.
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Psychology Research AssistantUniversity Of Portsmouth Jul 2023 - Sep 2023Portsmouth, England, United KingdomPsychology Research Assistant to a Senior Lecturer. Role includes conducting interviews and transcribing the recordings. -
Volunteer Reading AssistantBrown Clee C Of E Primary School Sep 2021 - Jan 2023Portsmouth, England, United Kingdom -
Food And Beverage AssistantCrowne Plaza® Hotels & Resorts May 2021 - Sep 2021Stratford-Upon-Avon, England, United Kingdom -
Optical AssistantSpecsavers Jun 2019 - Mar 2020Bridgnorth, England, United Kingdom
Marcus Perks Education Details
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Financial Planning And Services -
First Class Honours -
10 Subjects Including Maths (7) And English (6,6)
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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