Marc Beattie

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