Senior Partner Practice of St. James's Place Wealth Management
Marcus joined Anderson Financial Management Ltd following on from two years as an adviser with another St. James’s Place Practice in Dorset. Marcus originally graduated from the St. James's Place Academy in 2017, having worked at St. James's Place Head Office in their Investment Management Division for 5 years.
During his time with Investment Management Marcus worked closely on the St. James's Place fund range and investment proposition, meeting with fund managers and holding a position within the Investment Executive Committee, chaired by the Chief Investment Officer.
As an Chartered Financial Planner, Marcus specialises in the delivery of specific and tailored financial planning advice to support the goals of his clients. He focuses on client relationships to make them very much a two-way affair, with a focus on regular dialogue to ensure each client is informed, forewarned and comfortable that their wellbeing is at all times Marcus's key priority.
More broadly, Marcus enjoys keeping active. In his spare time Marcus enjoys playing golf and skiing in the winter.
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.
Anderson Financial Management Ltd is registered in England and Wales, Number 7990416. Registered Office: Saville Court, 10-11 Saville Place, Bristol, BS8 4EJ.