At Marson Wealth Management, Private and Corporate solutions are developed around a carefully crafted 3-step approach:
1. An initial Consultation meeting is arranged to find out about your current situation, financial goals and aspirations. This enables us to build a picture of you and your needs and takes approximately one and a half hours, depending on your specific situation.
2. Designing a Wealth Plan – after gathering a variety of information at the Initial Consultation meeting, we develop bespoke solutions that fit your personal &/or business needs and provide recommendations based on the information you provide. A full personalised report is provided, giving details of the proposed solutions(s) and why the recommendation(s) are best advice for you.
3. Ongoing Wealth Management Reviews – This can be as often as required, given the complexities of your financial planning requirements or business strategies. With all clients, a Personal Service charter is agreed in order to review ongoing financial performance, as well as ensuring you are provided with the right level of information about your investments on a regular basis. However, if there are unforeseen changes to your personal situation or perhaps changes to legislation that may affect your investments and financial plans, we can meet with you at a mutually convenient time to discuss the impact on your current situation.
With this high level of service, backed by the extensive resources of St. James's Place Wealth Management, the business grows through personal recommendations from existing clients. At Marson Wealth Management we pride ourselves on providing a distinctive approach to managing all areas of your finances, and believe you will find our approach rigorous yet refreshing.
A wealth management company delivering truly client focused solutions.