Marc Beattie
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Company– Arlo Associates
Years of relevant experience– 20
Types of products offered– Financial Planning, Inheritance Tax planning, Lump Sum Investments, Retirement Planning, Wealth Management
Professional Qualifications*– UK Level 4 Qualified
Member of– CII, CISI
Interests– Family, History, Wine & Golf
Nationality– British
A brief note–Marc joined Lloyds bank at 17 progressing from back office to Private Banking over 14 years, then spent 5 years in Private Banking with Nedbank Private Wealth in the UAE, he is currently COO at Arlo, he is an experienced, qualified financial professional wishing to work with clients on a fee basis
Achievements– Marc specialises in Tax led holistic advice predominantly for UK Expatriates
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