Gary Marshall

Gary Marshall Email and Phone Number

Chartered Financial Planner @ Marshall Wealth Management Ltd
leeds, leeds, united kingdom
Gary Marshall's Location
Greater Leeds Area, United Kingdom
Gary Marshall's Contact Details

Gary Marshall work email

Gary Marshall personal email

n/a
About Gary Marshall

I established Marshall Wealth Management Ltd in 2010, along with my team based in Central Leeds, we are committed to providing a highly personalised and superior service to clients across Yorkshire and beyond. As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.I provide retirement planning and long term investment planning advice to professionals and business owners. Also I can undertake cash flow modelling to show how clients can meet their investment objectives. By implementing up-to-date retirement planning advice and utilising tax efficient investment planning, I help my clients to make the most of their hard earned money and take away the hassle of retirement and investment planning.Based in Leeds and covering Yorkshire and beyond, I can be contacted by:Tel: 07810 164114,Email: gary.marshall@sjpp.co.uk or by visiting www.marshallwealthmanagement.co.ukSpecialties: Retirement Planning, Income in Retirement Planning, Tax Efficient Savings Planning, Cash Flow Modelling, Business and Personal Protection.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.SJP approved 07/05/2024.

Gary Marshall's Current Company Details
Marshall Wealth Management Ltd

Marshall Wealth Management Ltd

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Chartered Financial Planner
leeds, leeds, united kingdom
Employees:
2
Gary Marshall Work Experience Details
  • Marshall Wealth Management Ltd
    Chartered Financial Planner
    Marshall Wealth Management Ltd Jan 2010 - Present
    Leeds
  • Yorkshire Investment Group
    Financial Advisor
    Yorkshire Investment Group Mar 2007 - Dec 2009
  • Yorkshire Bank
    Financial Advisor
    Yorkshire Bank Aug 2005 - Mar 2007
  • Halifax
    Mortgage Advisor
    Halifax Oct 2003 - Aug 2005

Gary Marshall Skills

Investments Pensions Finance Sipp Insurance Property Savings Isa Financial Planning Inheritance Tax Planning Financial Services Wealth Management Small Business Retirement Tax Financial Advisory Investment Strategies

Frequently Asked Questions about Gary Marshall

What company does Gary Marshall work for?

Gary Marshall works for Marshall Wealth Management Ltd

What is Gary Marshall's role at the current company?

Gary Marshall's current role is Chartered Financial Planner.

What is Gary Marshall's email address?

Gary Marshall's email address is ga****@****p.co.uk

What skills is Gary Marshall known for?

Gary Marshall has skills like Investments, Pensions, Finance, Sipp, Insurance, Property, Savings, Isa, Financial Planning, Inheritance Tax Planning, Financial Services, Wealth Management.

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