Marcus Rose's Colleagues at Concept Financial Services
Marcus Rose's Contact Details
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Concept Financial Services
Marcus Rose's Company Details
Our team of Financial Advisors covering the spectrum of services; Mortgages, Insurances, Assurances, Investments, Retirement Planning (pre and at retirement), and Inheritance Tax Mitigation. We are committed to providing a personalised service that our clients value through clear understanding of their needs. Our expertise ensures we match products to our clients specific needs in a clear, true and concise manner.We advise companies on Pension Schemes, Funding Options, Exit/Sale Strategies, and Staff Remuneration.As investment advisors we undertake Trust Fund Management, Portfolio Management, acting for Retail Investors, Corporates and Estate Executors.In Lending, for individuals, we advise on Residential Mortgages, Buy-to-Lets, and Holiday Homes.For Companies, we give advice in Credit Lines, International Trade, SIPP & SSAS Investments/Mortgages, Venture Capital Funding, Company Buy-to-Lets and Premises Management/Purchase.In short "We are a company that prides itself on delivering what we say we can - we are experts in getting things done!"