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

What I wrote to my clients this week….

  • Marc Burman
  • March 6, 2022
View Post
What I wrote to my clients this week
  • 621 views
  • 3 minute read

How will the Russia/Ukraine crisis impact your investments?

  • Marc Burman
  • February 24, 2022
View Post
Russia/Ukraine crisis
  • 513 views
  • 3 minute read

Wealth Preservation : Five fundamentals of estate planning

  • Marc Burman
  • January 20, 2022
View Post
  • 519 views
  • 4 minute read

Wealth Preservation : How to protect your wealth against Inflation.

  • Marc Burman
  • December 29, 2021
View Post
Wealth Preservation : How to protect your wealth against Inflation.
  • 553 views
  • 5 minute read

Wealth Preservation : How to minimise a capital gains tax bill

  • Marc Burman
  • November 28, 2021
View Post
Wealth Preservation : How to minimise a capital gains tax bill
  • 561 views
  • 4 minute read

Don’t experiment with your investments

  • Marc Burman
  • October 25, 2021
View Post
Don’t experiment with your investments
  • 603 views
  • 2 minute read

Getting the most from your savings

  • Marc Burman
  • October 10, 2021
View Post
Getting the most from your savings
  • 540 views
  • 1 minute read

Enhance your pension income

  • Marc Burman
  • September 11, 2021
View Post
Enhance your pension income
  • 569 views
  • 3 minute read

Protect yourself from pension scams

  • Marc Burman
  • August 11, 2021
View Post
Protect yourself from pension scams
  • 545 views
  • 3 minute read

Boost your pension savings

  • Marc Burman
  • July 17, 2021
View Post
Boost your pension savings
  • 553 views
  • 3 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.
Get in Touch
Social Links
LinkedIn

Featured in


Apple
The telegraph
Rics
Citywire
RCGP
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