Marc is a senior wealth administrator based in Plymouth working specifically with independent financial adviser Jack Stacey who serves clients in Cornwall and Devon.
Whether it’s processing documentation for a new investment application, assisting with top-ups and withdrawals for existing pensions or preparing a client review pack, Marc will process this expediently and professionally.
His focus is to ensure that Jack’s clients receive an excellent experience from beginning to end, every time.
Marc also provides project specific support to the TFA Board and undertakes the training for new TFA wealth administrators and advisers with regards to our back office system.
Experience and background
Marc has been involved in financial services for a many years and has a deep understanding of wealth administration. With a background in both banking and Independent Financial Advice firms, he is a highly experienced member of our administration team.
Marc works in partnership with Jack and the relevant product providers to ensure a seamless service is provided to you, our client, keeping you up to date throughout the process. Marc provides that additional point of contact for you, ensuring any questions you may have are responded to promptly.
Marc is based in Plymouth and works with TFA Independent Financial Adviser & Chartered Planner Jack Stacey who has clients throughout the Cornwall and Devon.
You can contact Marc Bohanna on 01752 347120. Or you can complete our enquiry form below and Marc will respond to you as soon as he can.
You can contact Marc Bohanna on 01752 347120 or complete our enquiry form.
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