Our team

Marcus Pilkington

Chartered Financial Planner

Marcus has worked in the financial services industry since 2002, becoming a Chartered Financial Planner in 2009, and is now an Associate Trust Estate Practitioner (TEP) working towards full TEP status. Marcus joined Pareto to work for a company that prides itself on being an ever evolving business, who have developed a proactive service level for clients, to meet their ever changing requirements.

Marcus has gained a wealth of experience having worked in the City of London for many years advising wealthy families and entrepreneurs; subsequently specialising in Court of Protection, Trustee and Deputyship work and currently advises on all areas of financial planning on both the personal and corporate side.

Marcus enjoys working with clients to help establish their financial goals and objectives which for many years, has been underpinned through cash flow planning, which allows him to take a holistic view from the outset.

Outside of the office Marcus spends time with his fiancée and young daughter Isabella. If time allows, he is a keen sportsman whose interests include going to the gym, mountain biking, boxing and supporting Bolton Wanderers (someone has to!).

What our customers are saying

Marcus has been a great support at times when I’ve needed to discuss and determine the best approach given my unusual circumstances. He helped me realise there is significant client support and a wealth of knowledge to Determine the right financial decision.

Damian Killen

Professional and friendly. Information explained well. I would definitely recommend Marcus.

Nigel Murphy

I have worked with Marcus for several years now. He is great with clients and provides excellent pragmatic advice. He is happy to work in collaboration with other advisers to ensure that our mutual clients get the best possible advice.

James BeresfordBLM