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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
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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

“I have used up my pension and ISA allowance, what next…?” introducing offshore bonds

  • Marc Burman
  • January 6, 2023
View Post
pension and ISA
  • 657 views
  • 2 minute read

What kind of protection insurance do you need?

  • Marc Burman
  • December 3, 2022
View Post
insurance
  • 625 views
  • 3 minute read

Limited Company Directors – How to reduce corporation tax and fund your family’s finances tax free!

  • Marc Burman
  • November 25, 2022
View Post
finances tax free!
  • 644 views
  • 5 minute read

Bringing pensions together

  • Marc Burman
  • October 20, 2022
View Post
Bringing pensions together
  • 672 views
  • 3 minute read

Putting life on hold

  • Marc Burman
  • September 13, 2022
View Post
Putting life on hold
  • 518 views
  • 3 minute read

Tax updates to be aware of in uncertain times

  • Marc Burman
  • August 16, 2022
View Post
Tax updates
  • 579 views
  • 5 minute read

Improving your financial health

  • Marc Burman
  • July 15, 2022
View Post
Improving your financial health
  • 574 views
  • 4 minute read

Take action now to make use of your new year’s tax saving opportunities

  • Marc Burman
  • June 20, 2022
View Post
new year’s tax saving opportunities
  • 551 views
  • 5 minute read

Invest your way out of inflation.

  • Marc Burman
  • May 19, 2022
View Post
Invest your way out of inflation
  • 503 views
  • 3 minute read

Time to give your financial future a boost?

  • Marc Burman
  • April 11, 2022
View Post
Time to give your financial future a boost
  • 513 views
  • 4 minute read
  • Things i wish i knew when i was in private practice.

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

    • December 23, 2018
    View Post
  • Declutter your finances for 2019

    Declutter your finances for 2019

    • January 18, 2019
    View Post
  • Preserving your wealth developing a clear plan for your wealth and property

    7 Tips for protecting your finances after winning the lottery!

    • January 19, 2019
    View Post
Arrange a Call or Zoom
with Marc
  • Things i wish i knew when i was in private practice.
    Things I wish I knew when I was in private practice.
    • December 23, 2018
  • Declutter your finances for 2019
    Declutter your finances for 2019
    • January 18, 2019
  • Preserving your wealth developing a clear plan for your wealth and property
    7 Tips for protecting your finances after winning the lottery!
    • January 19, 2019
  • Brexit proof your finances
    Brexit proof your finances
    • January 25, 2019
  • Using your business as a financial planning tool
    Using your business as a financial planning tool
    • January 27, 2019
about
About me
I am a Certified Financial Planner, helping families, professionals and business owners make important financial decisions and reach their financial goals.
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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.

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