Lovedean, Hampshire, United Kingdom
Principal of Garry Marshall Financial Services. Associate Partner Practice of St. James's Place Wealth Management
Financial Services
Experience
St. James's Place Wealth Management January 2007 - Present
Cooperative Financial services June 1989 - January 2007
Skills
Term Life Insurance, Asset Allocation, Pensions, Securities, Fixed Annuities, SIPP, Income Protection, Finance, Key Person Insurance, Investment Strategies, Retirement, Trusts, Tax Efficiency, Personal Financial..., Inheritance Tax Planning, High Net Worth..., Wealth Accumulation, Strategic Financial..., Protection..., Portfolio Management, Savings, Financial Risk, Retirement Planning, Investment Advisory, Wealth Preservation..., Mortgage Marketing, Financial Advisory, Equity Release, ISAs, Investments, Personal Finance, Alternative Investments, Retirement Savings, Critical Illness, Long-term Care, Offshore Investments, Tax, Wealth Management, Asset Management, Saving for Education, Risk Management, Wealth, Estate Planning, Financial Planners, Holistic Financial..., Financial Services, Protection, Wealth Management..., Unit Trusts, Insurance