WEALTH MANAGEMENT

OUR EXPERTS

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01785 238170

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Edward Marshall

Chartered Financial Planner

What Sets Us Apart

We are the only Values Based Financial Planning Team in the area offering a fully comprehensive financial planning service.  Every financial decision you make from now on will be in complete alignment with your most important goals, and your most deeply held values.

We follow a process that creates an achievable result and we hold you and everyone involved accountable – to help you achieve your goals as laid out in your Financial Road Map.  The result is that you get your entire financial house in perfect order; and then we will help you to keep it that way, forever.

Then you can spend more time doing the things that are more important than money.

We are holistic Financial Planners which means that we consider all aspects of your financial planning needs before making recommendations.  This can include advice in areas such as (but not limited to):

  • Pensions;

  • Investments;

  • *Tax and Trust Planning including Inheritance Tax;

  • Investment advice to Trustees;

  • Investment advice for Deputies and those holding a Power of Attorney;

  • Life and Health Assurance

* not all areas of estate and tax planning are regulated by the Financial Conduct Authority

For further information please click this link to our website

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