Testimonials

What do our clients say about us?

Dear Robert, I think I should be thanking you 50,000 times for all the work involved in getting me the Lifetime Mortgage, your vast experience and knowledge or your world was awe inspiring. I am spending money on taxis at the moment of all things, because of difficulty parking at the Hospital. Anyway, all is going well and thank you again.

Mrs Barrow

I was fortunate to be introduced to Robert Worthington in 2015 by a close friend, when I was having issues with my current pension provider and I was losing faith in their being reputable advisors out there. Robert clearly explained the situation with my current pension and the potential pitfalls and set about recovering as much of my pension as possible. He additionally guided me through the process of submitting a claim through the FSCS and worked hard to obtain crucial information to help me with my claim, as well as liaising with my solicitor about the matter. Alongside this, Robert set up a new suite of Pension and Investment products for me, being clear to explain the risks and what he was going to do with my hard earned savings and pension provision. Robert has made me feel optimistic about my retirement, not only through his hard work in improving my pension situation but through his unwavering support over the last 3 years.

Mr Henshaw

Rob Worthington and the Marquis Wealth team came highly recommended from my Dad who has used Robert Worthington as his Financial Adviser since 2007. As a first time buyer, I have to say that the thought of the mortgage application process has put me off buying my first home for a number of years, however all this changed from my very first interaction with Marquis Wealth, as the team took care of every minute detail including dealing with the Solicitors and the Estate Agent on my behalf, but whilst keeping me updated and educated throughout the process. My first mortgage application was therefore a very pleasant experience throughout and Rob provided a personalised service, translating financial information and making it easy to understand. Exceptional service and excellent customer care!

L Hartely

I have worked with a few different financial planners and advisers with regards to managing my personal and family finances, but Rob Worthington from Marquis Wealth is one of the most outstanding I have ever worked with. Rob’s professionalism, integrity and transparency are what I regard as the cornerstone of the service I’ve received from Marquis Wealth. Rob has helped me with several areas of my financial planning for more than ten years now and his advice is of the highest quality, built on an extremely comprehensive and robust advice process. His reports are written clearly and have consistently displayed an in-depth knowledge of my financial objectives. Rob has always clearly explained the different possible strategies and their consequence’s and his understanding of my family objectives has always resulted with a strategy that has delivered on the agreed KPI’s. Rob Worthington and Marquis Wealth offer and deliver a strategic approach and Rob takes the right amount of time with developing the client relationship to ensure he understands his client’s financial objectives. In addition to this, through Rob’s clear and coherent explanations of the strategies and products available, Rob has built a high level of trust with me which obviously is realised through the results he delivers. Rob Worthington is a friendly, timely and effective operator whom I have no hesitation recommending and the service he delivers for Marquis Wealth.

Mr Tibbitts

Company address: Marquis Wealth Ltd, 96 Strines Road, Marple, Stockport, Greater Manchester, SK6 7DU

T: 0161 285 0285 E: [email protected]

Registered address as above.

Marquis Wealth Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, Company Number: 09289451.

The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 02/06/2023