Marc Dicks-Jones
Director
At work
Marc has 15 years’ experience in the financial services industry. He specialises in helping clients who are pre- and post-retirement, advising in areas including pensions, investments and wealth management (particularly portfolio construction and management).
Marc’s strengths lie in establishing and nurturing close relationships with his clients, the kind that allow him to make a real difference in their lives. He enjoys working most with people who are down-to-earth and honest about what they’d like from a partnership, as he feels this is when he can truly add value.
Off the clock
When not at work, Marc enjoys listening to all types of music, particularly anything 80s! He’s an avid runner, getting out early mornings three times a week, and also helps coach youth cricket at his local club.
