Marcus Platt
BSc(Hons), APFS
As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. You can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.
My emphasis is listening to clients and creating bespoke financial advice best suited to my client’s financial needs, while building and maintaining a long term relationship by seeing my clients on a regular basis.
I graduated with BSc in Business Information Systems and I am an advanced diploma qualified advisor with over 15 years’ experience of wealth management. Specialising in Investment, Pensions and Inheritance Tax Planning.
I have been married to my lovely wife Amanda for 5 years and we have 3 wonderful children not to forget our 2 pugs. I love to spend time with my family and friends either walking or having a BBQ. I’m a keen Liverpool supporter, I love travelling (Covid permitting!) and enjoy going to the gym.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
