Andrew Warrilow, Director, Caritas Homes

Canterbury, Kent, October 2024

“I had the pleasure of dealing with Marc Smelt from Four Wealth Planning, and I was quite delighted with the detailed financial advice he offered. Marc displayed a thorough awareness of my financial objectives during our initial meeting and took the time to properly listen to my requirements and concerns. His approach was comprehensive, customised, and quite strategic.”

“What impressed me the most was Marc's ability to boil down difficult financial ideas into simple, tangible steps that I could understand. He not only assisted me with retirement planning, but also provided significant insights into investing methods, tax optimisation, and risk management. Marc took a comprehensive approach to my money, ensuring that all aspects of my financial life were in line with my objectives.”

“Marc is extremely professional, friendly, and really committed to helping his clients thrive. He is clearly passionate about financial planning and dedicated to giving long-term value. After working with Marc, I feel much more confidence in my financial future, and I highly suggest his services to anyone searching for excellent, trustworthy financial guidance.”

Jon Cleverdon, Chartered Accountant & Director, Cleverdon Accountants.

Broadstairs, Kent, November 2024

“You should always trust your financial advisor implicitly, and with Marc this is no exception. I’ve known Marc for 15 years and we have a number of mutual clients. Having seen him in action many times, I know that his common sense approach to financial planning has enabled his clients to understand what he is trying to achieve for them, buying into the process to improve their wealth and planning for their future. Thoroughly recommended.”