Marshall Sargent

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DipFA, CeMAP, CeRER Financial Planning Consultant

Marshall has a history of working in retail banking and wealth management as a relationship manager for an international bank.

As a professionally diploma qualified financial adviser through The London Institute of Banking and Finance, Marshall is experienced in understanding his clients current and future needs. He provides them with suitable realistic financial solutions then an ongoing service to ensure his advice evolves as his clients needs change, aiming to maintain long term relationships.

Marshall believes in strong ethics and putting the client at the heart of everything he does.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Buy to let mortgages are not regulated by the Financial Conduct Authority.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Private medical arrangements
Critical illness insurance

Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:
First time buyers

Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared