Marshall Wealth Management Information

Marshall Wealth Management are committed to providing a highly personalised and superior wealth management service, through developing and maintaining long-term client relationships to ensure financial peace of mind for you and your family. Established in 2010 by Gary Marshall, Gary along with his team are based in Central Leeds providing quality advice to clients across Yorkshire and beyond. As a Chartered Financial Planner, Gary’s expertise covers the broad spectrum of financial planning and can help you and your business to: •Grow wealth, specifically through the St. James's Place distinctive approach to investment management; •Preserve assets for long-term financial security; •Adequately protect assets from potential threats; •Effectively manage capital and borrowings. 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. 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. Marshall Wealth Management Ltd is registered in England and Wales, Number 09341492. Registered Office: 21 The Calls, Chancellor Court, Leeds, LS2 7EH. SJP approved 07/08/23.