Meet our advisers
Marcus Quick DipPFS
Independent Financial Adviser
I have worked in the Financial Services sector for more than 30 years with over 22 years as an Independent Financial adviser in the South West. I am fully qualified and can provide advice in a wide range of areas, including investments, pensions, retirement planning, inheritance tax, estate & trust planning (including AIM portfolios), protection along with Equity Release and Long-Term Care.
I enjoy meeting and advising clients and look to build long-term relationships which are built on mutual respect and trust. I have always taken time to listen and understand my client’s goals and aspirations. This allows me to construct a financial plan to help them achieve these, whilst being flexible to meet any changes that may arise. The position is reassessed when undertaking regular reviews of the plans, and any changes made as deemed appropriate.
Outside of work, I enjoy cooking and I am an enthusiastic rather than accomplished golfer. I am also a season ticket holder at Exeter Chiefs and try to attend a couple of away games each year. Any other spare time is taken up walking the family dog and socialising with family and friends.
To arrange an informal, no-obligation meeting, please do not hesitate to contact me.