Marson Wealth Management is based in the Cotswolds town of Stroud and supports clients throughout Gloucestershire and beyond.
We specialise in meeting the financial needs of Individuals, Business Owners and Trustees.
We understand that each of our clients is unique and requires a distinct, tailored approach. That is why we work closely with our clients to gain a complete understanding of their existing financial situation, helping them to achieve their financial objectives and making the difference between a prosperous future and the disappointment of unrealised potential. Putting our clients firmly at the centre of everything we do is core to our culture, and enables us to deliver a genuinely client-focused service.
As an Associate Partner Practice of St. James's Place Wealth Management our clients access a distinctive investment management approach. Our clients also have peace of mind in knowing that
St. James's Place Wealth Management guarantees suitability of our advice when we recommend any wealth management products or services available from companies in the group.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Sharon is very thorough in her presentation of facts, analysis of situations and proposing appropriate strategies. She demonstrates confidence with integrity and reliability which has enabled us to transfer funds to St. James's Place, she ensured a smooth transfer with good communication with our pr...
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.