Marcelo Dantas

Client Support

info@colfinancial.co.uk

01908 062448

Important details

Qualifications

On the job

Marcelo works closely with our financial advisers, helping them with the preparation of client reports, authorisation letters, and other documentation.

He maintains our client records, manages follow-ups, and ensures all paperwork complies with our regulations. Beyond that, he speaks to clients directly, always helping to keep their journey an efficient and enjoyable one.

Off the clock

Marcelo stays busy looking after his two large Maine Coon cats, socialising with friends, organising dinners, and learning through reading and exploring new topics. He enjoys cooking, travelling, and long walks.

Spotlight questions

If you could have dinner with any historical figure, who would it be?

The Greek philosopher, Socrates (though one slight issue would be that I don’t speak Greek!). His ideas are still the basis of our western culture.

If you could master any skill instantly, what would it be?

To be able to communicate in several languages.

What’s a destination still on your bucket list?

Las Vegas!

What’s a film or TV series you never get tired of watching?

Modern Family.

What’s a fun fact about you that surprises people?

The fact that I speak German, Spanish, and Portuguese. I still want to learn French.

Your team

The people behind your financial journey

We’re a team of professionals with unique experiences and specialities, which collectively allow us to deliver a truly holistic service. Whether we're working behind the scenes or discussing financial planning or mortgages with you, we're each committed to putting you in control of your financial future.

Meet your team