Marc Thompson

Areas of expertise

Providing strategic financial analysis and holistic wealth structuring for UK and offshore clients, trusts and corporate entities.

Marc is part of a specialist international team advising on multi-jurisdictional considerations. He provides bespoke financial planning solutions that typically require a corroboration with tax advisors, accountants, investment managers, trustees, mortgage advisers and/or solicitors.

Experience

Marc has over 15 years’ experience in financial services. He joined Evelyn Partners in 2016 following 2 years at Bellpenny (now Ascot Lloyd). Prior to this, he worked for a smaller IFA in Yorkshire.

Professional qualifications and memberships

Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS).

Associate member of the Society of Tax and Estate Practitioners (STEP).

Member of the Society of Mortgage Professionals and the Chartered Insurance Institute (CII).

Qualified pension transfer specialist (PTS).

Personal interest

Marc has a degree in Exercise Science and a Masters in Nutrition – meaning health and fitness play a significant role in his life.

He is learning Spanish (very slowly), enjoys travelling, and his favourite activity is skiing.