Marcus Webb

Marcus has spent 14 years in financial services, the last six of which have been with Mosey Bank's private client team. He holds the CFA Charter and is a Certified Financial Planner.

He takes a goals-based approach to wealth management, building portfolios around what customers actually want their money to do rather than benchmarking against an index for its own sake. His clients range from recently promoted professionals looking to start investing to retirees managing a drawdown pension.

Marcus is a regular speaker at Mosey's annual financial wellbeing events and writes a monthly column for the bank's customer magazine.