IM Financial Planning
Ian Marsh
MBA
I am passionate about building long-term relationships with my clients and helping them make the most of their financial potential. I strive to provide them with peace of mind through the knowledge that they are doing the right things with their money, for themselves, their businesses and their families.
About
Since gaining an MBA at Warwick Business School I have spent a long and successful career in marketing working to simplify complex service and product offerings. My most recent experience in the investment management sector convinced me of the need for personalised, uncomplicated financial planning.
After completing the St James’s Place Academy programme, I am focused on building enduring client relationships based on integrity, trust and commitment, offering solutions in areas such as retirement planning, investment, inheritance tax planning and protection against unexpected life events.
I would welcome the opportunity to see how we can work together to enhance your financial situation, with a no-obligation consultation.
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.
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 14/02/2024
The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
