Marc Sullivan BA (Hons) FPFS

Marc is a Chartered Financial Planner, providing full financial planning for private clients. He has over 17 years’ experience and in addition to a passion for financial planning, he has extensive knowledge and technical experience.

He joined Essential Wealth in 2015 and prior to this, in his early career, completed our Graduate Trainee Programme after achieving his Business degree. He is a Fellow member of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute (CII).

Click here to read some of our client testimonials about Marc

Marc advises a wide range of private clients of all ages who typically include:

• Individuals planning for their future;

• Attorneys and deputies managing financial affairs for others;

• Family estates

Working as your financial planner
A financial review with Marc will typically include two meetings. You would have an audit of your affairs produced and a financial plan written, taking into account your financial matters and objectives. A financial review with Marc starts from £2,000. He provides a complete ongoing service and is supported by our client management and administration team.

Interests
Marc is a keen footballer, supporting Reading FC, and likes to run in his spare time. He is a philanthropist, often rallying the Essential Wealth team into the latest challenge.

Marc has instigated our challenge for 2025 where we will be running 10 x 10k runs. Our chosen charity for 2025 is the Newbury Soup kitchen, supporting homeless, lonely and vulnerable adults in West Berkshire.