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Director of Financial Planning
As a Chartered Financial Planner, Marc has reached the pinnacle of the financial planning profession. A graduate of Aston Business School, Marc has over 25 years financial services experience. During this time he has worked for some of the biggest names in financial services, such as Aviva and AXA.
Having graduated from Nottingham University with first-class honours, Catherine went on to work for HSBC and Friends Provident. Catherine holds specialist taxation and pensions qualifications and has extensive experience at board level within an FCA regulated environment.