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Marcus Crowther

ACSI
Wealth Advisor

Marcus Crowther is a proactive and results-driven financial advisor, specializing in assisting UK and EU expatriates with their financial planning needs. With nearly four years of experience in international financial planning, he holds the Level 4 Diploma in Investment Advice (IAD) and is an associate member of the Chartered Institute for Securities and Investments (CISI).

Marcus began his career in Malta, where he worked with two leading independent financial advisory firms, gaining hands-on experience in wealth management, retirement planning, and cross-border financial strategies. Now based in Spain, he focuses on providing tailored financial solutions to expatriates across Spain, the EU, and the UK.

Outside of client work, Marcus shares his expertise on financial planning podcasts and delivers career talks to students aspiring to enter the industry. His background as a secondary education teacher in mathematics and physical education, coupled with his experience as a semi-professional footballer, brings a disciplined and analytical approach to his work.

Always focused on delivering the best results for his clients, Marcus stays on the cutting edge of industry trends, ensuring his advice remains relevant and strategically aligned with long-term financial goals.

Qualifications & Awards

CISI Level 3 Certificate in Wealth & Investment Management

CISI Level 4 Certificate in Paraplanning

CISI Level 4 Diploma in Investment Advice (Financial Planning &

Advice)

Areas of Expertise

  • Retirement Planning
  • Lifestyle Financial Planning
  • Income & Cashflow Planning
  • Pillar II & III Planning
  • Repatriation Advice
  • Domestic & International Investments
  • Regular and Lump Sum Savings
  • RSU’s and Option Structures
  • Diversifying Portfolios and Risk Reduction
  • Situs Asset Transfers
  • Education Fee Planning
  • Critical Illness Cover
  • Asset and Insurance Protection
  • Life Insurance Cover
  • Inheritance Tax Planning

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