Marc Burman
  • Me
  • You
  • Resources
  • Get In Touch
  • MEDIA
    • CITYWIRE
    • RICS (Royal Institute of Chartered Surveyors)
    • THE TELEGRAPH
    • Apple Podcast Interview
  • WEBINAR
    • Business owners webinar
    • Inheritance Tax and Estate Planning webinar
  • REDUCING INHERITANCE TAX
    • Inheritance Tax Strategies To Help Minimise Your Risk
  • LIVE INTERVIEWS
    • Get financially organised
    • Life assurance
    • Get your money working harder
    • Saving for the future
Financial planning for the Future, a step by step guide
https://www.youtube.com/watch?v=mDil895uf3o
Cashflow Modelling Demo

This demonstration is built using several assumptions including income and circumstances throughout a client’s life.

Access your free custom financial strategy report
https://www.youtube.com/watch?v=KXY5Ww-nru8&t=955s
Preserving and protecting your estate for future generations
https://www.youtube.com/watch?v=5HPhY8y-cl4&t=6s
Social Links
LinkedIn
Marc Burman
  • Me
  • You
  • Resources
  • Get In Touch
  • MEDIA
    • CITYWIRE
    • RICS (Royal Institute of Chartered Surveyors)
    • THE TELEGRAPH
    • Apple Podcast Interview
  • WEBINAR
    • Business owners webinar
    • Inheritance Tax and Estate Planning webinar
  • REDUCING INHERITANCE TAX
    • Inheritance Tax Strategies To Help Minimise Your Risk
  • LIVE INTERVIEWS
    • Get financially organised
    • Life assurance
    • Get your money working harder
    • Saving for the future

Uncategorised

54 posts
  • Tax Mitigation
  • Uncategorised
  • Uncategorized
  • Uncategorised

Brexit proof your finances

  • Marc Burman
  • January 25, 2019
View Post
Brexit proof your finances
  • Uncategorised

7 Tips for protecting your finances after winning the lottery!

  • Marc Burman
  • January 19, 2019
View Post
Preserving your wealth developing a clear plan for your wealth and property
  • Uncategorised

Declutter your finances for 2019

  • Marc Burman
  • January 18, 2019
View Post
Declutter your finances for 2019
  • Uncategorised

Things I wish I knew when I was in private practice.

  • Marc Burman
  • December 23, 2018
View Post
Things i wish i knew when i was in private practice.

Posts navigation

Previous 1 … 5 6
Zodiac Wealth Management is authorised and regulated by the financial conduct authority (FCA number 976075). Company Registration number 13870832.
Registered Office : 5 Stirling Court, Stirling Way, Borehamwood, WD6 2FX

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us,
you may be entitled to refer it to the Financial Ombudsman Service at http://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

Privacy Policy | Cookie Policy
0