Marcus joined Vintage in 2012 on an apprenticeship scheme. On completion of the apprenticeship, Marcus was employed in a full-time capacity covering the new business, policy servicing and reviews department and has progressed to co-managing the Paraplanning department. Some of Marcus’ responsibilities include reviewing and improving internal processes, training and mentoring for the CII diploma exams.

Marcus holds the diploma in regulated financial planning, certificate in equity release and mortgage advice, award in long term care insurance and is currently working towards chartered status.