I am committed to ensuring my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and service.

David Marshall Wealth Management was established in 2017, when myself as Principal David Marshall accepted an invitation to join St. James's Place. Prior to this, I was operating as a Financial Adviser for thirty-two years.

I provide Financial Advice to clients and businesses of the Teesside and surrounding areas in the North East of England.

My advice covers all areas of wealth management, including retirement planning, wealth protection, Inheritance tax Planning, Investment Planning, Personal and Business Protection Planning and exit strategies* for business owners.

My service is delivered through personal face to face advice and developing long-term relationships based on trust and respect. I have placed a strong emphasis on making the complex easy and as a client’s financial needs evolve during their lifetime I will be there to review and provide clarity.

For those clients who wish, I will keep them up to date with regular communications, such as WeekWatch, The Investor magazine, as well as regular face-to-face review meetings. I’m able to see you in the comfort of your home, your office or in one of our UK offices at a time convenient for you.

My main aim is to build and grow your wealth by listening to what matters to you and prioritise your needs. We will then work together to help you achieve your goals and aspirations no matter how simple or complex they may be and will review these regularly to make sure you are on track.

*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.