Andrew Marshall has been working in banking and financial services since 1982, joining The St. James’s Place Partnership in June 1999, following 17 years at NatWest.
As part of the bespoke service the Practice offers advice and make written recommendations on the following areas:
Having joined the financial services industry after completing my degree at Loughborough University in 2012, my aim is to provide clients with holistic, face-to-face financial advice both now and in the future.
As an adviser at A.C.M Financial Service Limited, a Senior Partner Practice of St. James's Place Wealth Management based in Manchester, my emphasis is on maintaining long-term relationships with my clients and to provide them with a trusted source of advice as their financial needs develop over the years.
My advice covers all areas of wealth management including Mortgage Planning, Financial Protection, Retirement Planning and Investment Planning.
Away from the office I tend to spend the majority of my time indulging in competitive sport and socialising with friends and family. Pastimes include representing local football, rugby and cricket teams and also following Manchester City.
If you would like an initial discussion around any of the above topics, or indeed any financial advice in general, please do not hesitate to contact me.
I joined financial services in 2018 after graduating from the University of Leeds with a degree in International Business, a spell working in Executive Search and completing the St. James’s Place Academy programme based in London.
Having now been advising within our family Practice for over a year, I assist a range of clients from first time buyers through to helping families create long term investment strategies.
My advice covers all areas of wealth management such as Mortgage Planning including Equity Release*, Financial and Business Protection, Retirement Planning and Investment Planning and by sharing my time between locations in both Manchester and London means I have the geographical flexibility to provide all clients with the same face to face service.
Away from work I enjoy live sport and music, frequently attending events including football, cricket and golf.
If you or someone you know who would like an initial discussion around any of the above topics, or indeed any financial advice in general, please do not hesitate to contact me.