Marshall Pension & Financial Planning Ltd
3 Marden Avenue
Cullercoats
North Shields
Tyne & Wear
NE30 4PB
We look after clients mainly in the North East and Cumbria, and have clients based in the Scotland and the South East of England.
With our experience of Lifestyle Financial Planning, we are able to deliver the number one priority for clients – a clear and accurate picture of how they are going to get to a point where they never have to worry about running out of money.
The process we use helps pull all the information together and give the best possible opportunity to accomplish their goals – and at the same time look after those closest to them.
Our unique strategy helps create a step by step process to plan exactly what is needed to ensure clients have complete certainty around meeting all personal, professional and lifestyle goals.
Marshall PFP prides ourselves in developing customised choices and solutions, designed to fit each client’s needs and be sufficiently flexible to adapt to the unknown entity of the future.
Marshall Pension & Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA Registered no: 781168. Company registered in England and Wales. Registered no. 10770111. Registered Address: 3 Marden Avenue, Cullercoats, North Shields NE30 4PB.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
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Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.