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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

No pain, no gain – planning to get where you want to be

  • Marc Burman
  • November 2, 2019
View Post
No pain, no gain – planning to get where you want to be
  • 811 views
  • 3 minute read

Protecting you and your family’s finances – top reasons people gave for not taking out protection

  • Marc Burman
  • November 2, 2019
View Post
Covid 19 – Protecting your family’s finances
  • 845 views
  • 3 minute read

Financial education for your children

  • Marc Burman
  • January 28, 2019
View Post
Financial education for your children
  • 849 views
  • 5 minute read

Using your business as a financial planning tool

  • Marc Burman
  • January 27, 2019
View Post
Using your business as a financial planning tool
  • 1.4K views
  • 5 minute read

Brexit proof your finances

  • Marc Burman
  • January 25, 2019
View Post
Brexit proof your finances
  • 1.3K views
  • 5 minute read

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
  • 1.4K views
  • 5 minute read

Declutter your finances for 2019

  • Marc Burman
  • January 18, 2019
View Post
Declutter your finances for 2019
  • 1.2K views
  • 4 minute read

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.
  • 2.2K views
  • 7 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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