Patrick Marshall Email & Phone Number

Patrick joined the industry in 1984 and has a wealth of experience in dealing with a wide variety of different clients and situations. Patrick’s client service standards are legendary and he is truly a relationship specialist.Specialties: One of his main areas of expertise is motivating income-rich, time-poor clients to do the planning that they know they should but haven’t yet done so. He is particularly adept at advising on matters relating to insurance and risk management and has fought successfully for clients on several occasions for claims to be upheld which have had literally life changing consequences. Patrick is a keen golfer and skier and is an avid rock music enthusiast.He also enjoys photographing wildlife around the world.

Listed skills include Pensions, Financial Services, Wealth, Wealth Management, and 18 others.

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  Independent Financial Adviser

  Westminster Wealth Management

  Sep 2000 - Present - 4Th Floor , Chronicle House, 72-78 Fleet Street,London Ec4Y 1Hy

  I am an Independent Financial Adviser, qualified to level 4 of the Institute of Financial Services, having been in the financial services industry since 1984. In a world of 'smoke and mirrors', I am known to be a straight talker and will deliver exactly what I promise with priority given to client service.