01
Build
Creating long-term financial security through thoughtful planning, investing and retirement strategies designed around your goals.
Thoughtful financial guidance
Helping you build, protect and pass on what matters most.
Clear, practical advice for important financial decisions — from growing wealth and planning for retirement to navigating divorce and preserving family wealth for future generations.
Good advice should feel calm, clear and personal. My role is to help you understand your options, make informed decisions and move forward with confidence.
What I help with
Focused advice for the decisions that matter.
Not a long menu of services. Just thoughtful guidance around the areas that can have the biggest impact on your life and your family.
02
Protect
Safeguarding the wealth you have worked hard to build and helping ensure it remains resilient through life’s changes.
03
Pass On
Helping you think strategically about inheritance, legacy and preserving family wealth for future generations.
Life’s financial crossroads
Clarity when life is changing.
Many of the most important financial decisions arise during periods of change — approaching retirement, going through separation or divorce, receiving an inheritance, selling a business or simply reassessing what comes next.
I provide calm, objective guidance to help you understand the choices in front of you and make decisions with greater confidence.
The best financial plans rarely begin with a spreadsheet. They begin with a conversation.
About Marc
Experience, perspective and plain English.
I have spent my career helping people make important decisions with confidence.
As a solicitor since 1998 and a Certified Financial Planner™ professional, I bring together financial planning experience, legal insight and a practical understanding of the pressures that often sit behind major life decisions.
My approach is straightforward: listen carefully, explain clearly and focus on what is genuinely right for you.
Clear adviceStraightforward explanations without unnecessary jargon.
Long-term thinkingDecisions considered in the context of your wider life and family.
Calm guidancePerspective and reassurance when decisions feel complicated.
A simple first step
Sometimes it helps just to talk something through.
Whether it is a quick question or a significant financial decision, you are very welcome to get in touch. No pressure. Just a conversation.
07863 103 188 · marc.burman@zodiac.global