Marcus is based in our Newcastle office having joined atomos with the rest of the Blackett Walker team in 2019. He provides financial planning and wealth management advice to private individuals, families and business owners. Marcus holds the Investment Management Certificate from the CFA Society United Kingdom and is a Chartered Member of the Chartered Institute for Securities & Investment.
Throughout his twenty-five plus years career, he has specialised principally in investment planning, pension planning and tax planning. He was a member of the Blackett Walker Investment Committee with the principal role of investment researcher, selecting the funds that were included in portfolios and fine-tuning the investment philosophy.
Outside of work, Marcus enjoys watching (unfortunately no longer playing!) most sports, especially rugby and cricket.