Jordan Marshall
BA Hons APFS
I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.
About
Based in the City of London and Essex, I provide wealth management advice to clients both in London and in East Anglia.
Since graduating from Lancaster University I have worked with private clients, small and medium sized businesses and latterly with a distinct specialism in advising medical practitioners.
As a highly experienced financial services professional, I came to the conclusion that I could offer my clients an enhanced service by joining St. James's Place. I was particularly attracted by the combination of in-house Specialist Partners as well as the distinctive St. James's Place approach to investment management.
I have found over the years that while my clients share similar concerns, most have individual needs. Many have received financial advice in the past; however, the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. My expertise covers the broad spectrum of financial planning.
I am committed to ensuring that 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 am I able to offer a rounded, professional and principled service.
Charity is also important to me and I regularly give/participate in events to this end.
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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 16/05/2024
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.
