0151 632 1718
Manuel Marcos
Paraplanner
E:
Manuel joined the team in 2011 with a passion for keeping up to date with financial affairs and changing regulation. Diploma qualified and two exams away from achieving the CII Advanced Diploma in Financial Planning, Manuel is focussed on providing Willson Grange advisers and fellow paraplanners with support to ensure that clients receive the best possible advice.
Manuel enjoys understanding clients' personal and financial situations, current and future needs, and objectives in order to provide them with personalised solutions to the issues that concern them most. His expertise covers all areas of wealth management, including, retirement planning, wealth protection, Inheritance Tax planning, savings and investments.