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Marcus Maisey

Marcus Maisey

Director

BA (Hons), DipPFS, STEP, G60

St Albans

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Marcus has been in financial services since graduating in 1989.

He advises clients on all aspects of financial planning and has significant experience in more complex issues such as financial settlements in divorce cases and inheritance tax estate planning. During his career he has been a professional trustee for pension schemes whilst completing a post grad law degree and the Legal Practice Course at the College of Law. He holds the Diploma of the Society for Trust and Estate Practitioners (STEP) as well as the G60 advanced pensions qualification. In addition he is one of the Directors offering guidance when needed to the team and the Compliance and Oversite function within KDW.

Contact Marcus

01727 852299 07770 490024
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