Marc Burman
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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
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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

Grandparents, grandchildren and money

  • Marc Burman
  • June 6, 2021
View Post
Grandparents, grandchildren and money
  • 530 views
  • 3 minute read

Pension lifetime allowance

  • Marc Burman
  • May 17, 2021
View Post
Pension lifetime allowance
  • 485 views
  • 3 minute read

Reduce your inheritance tax

  • Marc Burman
  • April 14, 2021
View Post
Reduce your inheritance tax
  • 741 views
  • 4 minute read

Wealth needs managing – now more than ever

  • Marc Burman
  • February 17, 2021
View Post
Wealth needs managing – now more than ever
  • 762 views
  • 3 minute read

New year, new financial goals

  • Marc Burman
  • January 4, 2021
View Post
New year, new financial goals
  • 1.6K views
  • 5 minute read

‘No desire to retire’ why working and retirement are no longer binary terms

  • Marc Burman
  • December 19, 2020
View Post
No desire to retire’ why working and retirement are no longer binary terms
  • 521 views
  • 2 minute read

Silver splitters’, financial fall – out of divorcing in middle age

  • Marc Burman
  • November 5, 2020
View Post
Silver splitters’, financial fall – out of divorcing in middle age
  • 746 views
  • 4 minute read

Choosing the right financial adviser for you

  • Marc Burman
  • October 1, 2020
View Post
Choosing the right financial adviser for you
  • 853 views
  • 3 minute read

Do I really need a financial adviser?

  • Marc Burman
  • September 25, 2020
View Post
Do I really need a financial adviser?
  • 518 views
  • 4 minute read

Will capital gains taxes be hiked to pay for Covid and what could you do to minimise the impact on your finances?

  • Marc Burman
  • August 14, 2020
View Post
Will capital gains taxes be hiked to pay for Covid and what could you do to minimise the impact on your finances?
  • 772 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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