Marson Wealth Management -

Sharon Marson is a Chartered Financial Planner, Fellow of the Personal Finance Society and Principal of Marson Wealth Management. We offer clients a truly holistic approach to their financial planning needs. Our aim is to build trusted, long-term relationships by offering superior service to my clients. We develop tailored solutions to meet clients' evolving financial needs through identifying clear understanding of their personal financial goals. We can offer clients a wealth of advice on many areas of financial planning, including; Investment planning, portfolio management, retirement planning, financial protection including life and specialist assurance and managing cash and borrowings. We are members of the Society of Later Life Advisers and can give specialist advice to families and individuals needing advice for care fees planning, intergenerational financial planning or Equity Release.* * This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personal illustration. Marson Wealth Management 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. SJP Approved 20/11/2024