Marcus Bartlett

Paraplanner

Diploma in Paraplanning (LIBF)

Marcus Bartlett

In work

In his role as Paraplanner, Marcus helps advisers by preparing suitability reports and illustrations, and ensuring recommendations align with clients' aims and objectives.

Marcus holds a Diploma in Paraplanning from the London Institute of Banking & Finance and has worked in financial services for over 8 years, joining TNS in 2025.

Outside of work

Marcus is a big Bristol City fan and has been since he was 8 years old. He enjoys getting to as many games as he can, though family life now takes up most of his free time. He also has a keen interest in video games, films and TV.

Marcus in the spotlight

A fun fact about you...

I got married in Las Vegas by an Elvis Presley impersonator — one of my favourite stories to tell.

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What Our Clients Say

Real reviews from our clients, published unedited

Review for Leo Neal

Manchester · April 2026

What were the circumstances that caused you to initially look for an adviser?

I was looking for a Financial advisor and Leo was recommended to me by a family friend.

How has Leo Neal helped you?

Leo has helped me in many aspects regarding investments and planning for the future.

Have you seen the outcome you were hoping for?

Yes I have been happy with outcome.

What could they have done better?

Not sure they could.

Review for Leo Neal

Cheshire · April 2026

What were the circumstances that caused you to initially look for an adviser?

Making sure we were ready for retirement.

How has Leo Neal helped you?

Leo's knowledge has been invaluable, helping us plan for retirement, always willing to help with advice and to look into things.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing! Leo is very knowledgeable and professional, making sure you understand everything.

Review for Leo Neal

Lancashire · April 2026

What were the circumstances that caused you to initially look for an adviser?

We were moved over to Leo due to staff changes.

How has Leo Neal helped you?

Improved our pensions and outlined other issues that we need to address e.g. Wills etc.

Have you seen the outcome you were hoping for?

Yes.

Based in Boston, Lincolnshire

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