Marie joined Poole Townsend 5 years ago. Her areas of expertise are investments, inheritance tax planning and trusts investments. She can also help you with your retirement planning and protecting your assets later in life. She is here to guide you through the many confusing options available, whatever your circumstances.
Marie has worked in Financial Services for over 20 years and has a vast wealth of knowledge and experience.
Maries has attained her Cert PFS and is studying towards Diploma in Financial Planning.
Marie loves to travel, be it in the UK or a more exotic destination. (Some of her clients will remember the incident with the elephant!) She is interested in all things to do with food – cooking, sourcing local produce, food fairs, etc. and enjoys walking in the lovely countryside she has on her doorstep.
