Marshall Wealth Management are committed to providing a highly personalised and superior wealth management service, through developing and maintaining long-term client relationships to ensure financial peace of mind for you and your family.
Established in 2010 by Gary Marshall, Gary along with his team are based in Central Leeds providing quality advice to clients across Yorkshire and beyond.
As a Chartered Financial Planner, Gary’s expertise covers the broad spectrum of financial planning and can help you and your business to:
•Grow wealth, specifically through the St. James's Place distinctive approach to investment management;
•Preserve assets for long-term financial security;
•Adequately protect assets from potential threats;
•Effectively manage capital and borrowings.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Marshall Wealth Management Ltd is registered in England and Wales, Number 09341492. Registered Office: 21 The Calls, Chancellor Court, Leeds, LS2 7EH.
SJP approved 16/07/2024.
Company Details
- Employees
- 3
- Address
- Chancellor Court, The Calls,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- marshallwealthmanagement.co.uk
- Keywords
- Leeds.
- HQ
- Leeds, England
- Competitors
- Ishavida Corporate Wellbeing Service, Zenith Wealth Management, HWM Financial Management, Senior Partner Practice of St. James's Place Wealth Management, Vibrant Wealth Management Ltd., Cure, iWealth Financial Ltd, Sales Geek Yorkshire, Avanti Wealth Management Ltd, Fine Wine Merchant, Infinity Kitchen Designs Ltd.
Marshall Wealth Management Questions
Marshall Wealth Management's website is marshallwealthmanagement.co.uk
Marshall Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/marshall-wealth-management-ltd
Marshall Wealth Management has
3 employees.
View email and phone details for 3
employees at Marshall Wealth Management.
Marshall Wealth Management's industry is
Financial Services
Marshall Wealth Management's top competitors are
Ishavida Corporate Wellbeing Service,
Zenith Wealth Management,
Hwm Financial Management, Senior Partner Practice Of St. James's Place Wealth Management,
Vibrant Wealth Management Ltd.,
Cure,
Iwealth Financial Ltd,
Sales Geek Yorkshire,
Avanti Wealth Management Ltd,
Fine Wine Merchant,
Infinity Kitchen Designs Ltd.
Marshall Wealth Management's categories are Financial Services
