Angela Marson

Angela Marson Email and Phone Number

Chartered Financial Planner @ Markland Hill Wealth
Leek, GB
Angela Marson's Location
Leek, England, United Kingdom, United Kingdom
Angela Marson's Contact Details

Angela Marson work email

Angela Marson personal email

n/a
About Angela Marson

Having worked in the financial services profession since 1988 I have acquired a wealth of knowledge and experience. I specialise in designing plans to enable individuals, couples, trustees and business owners to create, protect and preserve their wealth, particularly in the areas of investments, pension & retirement planning, trusts & estate planning, long term care fees planning and advice issues for older people, divorce and holistic financial planning.I am both a Certified Financial Planner Professional and Chartered Financial Planner as well as holding more advanced qualifications in trust & estate planning advice, long term care and complex pension work.

Angela Marson's Current Company Details
Markland Hill Wealth

Markland Hill Wealth

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Chartered Financial Planner
Leek, GB
Employees:
38
Angela Marson Work Experience Details
  • Markland Hill Wealth
    Chartered Financial Planner
    Markland Hill Wealth
    Leek, Gb
  • Self-Employed
    Chartered Financial Planner At Markland Hill Wealth
    Self-Employed Dec 2024 - Present
  • Fairstone Financial Management
    Chartered Financial Planner
    Fairstone Financial Management Oct 2016 - Dec 2024
    Staffordshire
    Established ten years ago with the aim of building long-term relationships and providing holistic advice to fit in with people’s busy lifestyles and changing circumstances, Fairstone is now the UK’s largest Chartered Financial Planning firm. With our head office in Newcastle and regional operations in London, Bristol and Edinburgh, to date, we have over 260 advisers located across the county and our innovative growth model means we are continually building on our national presence. Our core services include; corporate advice, estate planning, insurance, investment advice, mortgage advice and retirement planning.Fairstone’s streamlined framework allows individual advisers and firms to channel their time and resources into delivering high-quality advice and effectively managing client relationships. Our concept, which is unique within the financial services industry, integrates core client-facing functions with a proprietary marketing, back-office and technology platform.Fairstone is growing through both acquisitive and organic growth and we would very much like to talk to individuals and firms who believe they could realise their potential by joining a business like ours.www.fairstonegroup.co.uk
  • Angela Murfitt Financial
    Chartered Financial Planner
    Angela Murfitt Financial Sep 2012 - Sep 2016
    Staffordshire
    Fairstone provides universal financial solutions and acts as your trusted adviser. Best advice is critical in every circumstance - now and for the future to ensure you meet your goals. As impartial advisers, we access the whole of the market to find the most viable financial solution, whatever your needs. This means you save time and money. We offer a number of specialist services such as Wealth Management, Wills and Trusts, Retirement Planning, and Corporate Services. We also offer our unique, bespoke, financial management service, ActivePlan, which is the only one of its type currently available in the UK. ActivePlan provides the ongoing and consistent review of your entire financial portfolio to ensure that your products are actively managed to be cost effective, well performing and appropriate to your needs. With financial products constantly evolving and with lower cost options being continually launched, we want to ensure that you feel the benefit of these wherever possible. And with your personal circumstances and objectives differing from time to time, you need your finances to fully reflect any such change. At Fairstone we will pro-actively manage your mortgage, insurances, investments, savings, pensions, and loans as a whole to see where any improvement can be made – that’s what this unique plan delivers. This means you can feel confident in the knowledge that you have a team of experienced financial advisers looking after your interests at all times. ActivePlan is the only active financial management service available in the UK and that is why over 77% of customers use it. Benefits include: • a six-monthly financial health check and a full annual financial review• unlimited and direct access to a financial adviser during working hours.Angela Murfitt Financial is a trading name of Fairstone Financial Management Limited who is authorised and regulated by the Financial Conduct Authority, FCA Register Number 475973.
  • Informed Choice Ltd
    Chartered Financial Planner
    Informed Choice Ltd Jan 2010 - Sep 2012
  • Am Financial Strategy
    Chartered Financial Planner
    Am Financial Strategy May 2004 - Jan 2010
  • Taylor Withers And Company
    Partner
    Taylor Withers And Company Apr 1995 - May 2004
    Stoke-On-Trent

Angela Marson Skills

Wealth Management Pensions Retirement Planning Financial Advisory Investments Wealth Financial Planning Financial Services Investment Strategies Estate Planning Savings Investment Advisory Retirement Inheritance Tax Planning Pension Funds Trusts Portfolio Management High Net Worth Individuals Long Term Care Wealth Management Services Fixed Annuities Asset Allocation Investment Management

Angela Marson Education Details

Frequently Asked Questions about Angela Marson

What company does Angela Marson work for?

Angela Marson works for Markland Hill Wealth

What is Angela Marson's role at the current company?

Angela Marson's current role is Chartered Financial Planner.

What is Angela Marson's email address?

Angela Marson's email address is an****@****a.co.uk

What schools did Angela Marson attend?

Angela Marson attended University Of Staffordshire, Stoke On Trent Sixth Form College.

What are some of Angela Marson's interests?

Angela Marson has interest in Social Services.

What skills is Angela Marson known for?

Angela Marson has skills like Wealth Management, Pensions, Retirement Planning, Financial Advisory, Investments, Wealth, Financial Planning, Financial Services, Investment Strategies, Estate Planning, Savings, Investment Advisory.

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