Our Frequently Asked Questions aim to explain and demystify some of the most common assumptions when it comes to seeking financial advice. If you would like to discuss your needs further, please do use the Contact page to get in touch.

How can we help you?

We paint you a clear, jargon-free picture of your financial future, allowing you to measure how close you are to achieving your retirement or other savings goals.

How do I arrange a meeting with you?

To arrange a no obligation meeting please visit our Contact page

Why Marshall Wealth Management?

As a Chartered Financial planner with over 20 years’ of experience, coupled with a commitment to service from a dedicated team, you can be assured your financial future is in safe hands.

Is it worth paying for financial advice?

Quite simply, yes, a good Financial Adviser's needs are aligned with yours. They are able to regularly take you out of your ‘here and now’ daily life, to look into a version of your future financial self and check whether you are on course to meet your longer-term financial objectives.

How do I choose a Financial Adviser?

Firstly, you should look for one who is a Chartered Financial Planner, underlying their commitment to professionalism. You should also feel comfortable with them and ensure they provide clear, accurate advice with no jargon. Finally, ask them to provide reviews or testimonials of their service from their clients.

Who do you work with?

We specialise in working with professionals and business owners who have higher than average earnings and more complex needs around tax and long-term planning. We focus on providing a clear path to financial independence either through retirement or business sale.

We also work with individuals who have accumulated wealth either in their own lifetime or through inheritance. We help to mitigate current and future tax burdens ensuring as much as possible can be passed to the next generation.

How do I know how much is enough?

Everyone has a different ‘enough’ figure. We will work out yours using cash flow modelling software, providing you with a clear, simple to follow target amount.

Is my money safe? What are your charges? How much money should I invest?

Please see the link below to find out more:-

https://www.sjp.co.uk/individuals/who-we-are/why-sjp/faqs

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.