Cheryl Marshall
Senior Wealth Planner - Team Leader
About Cheryl
I am a passionate Chartered Financial Planner, dedicated to helping my clients achieve their short, medium, and long-term plans by finding suitable solutions to meet their objectives and goals. I take a holistic approach, considering how one solution impacts another, ensuring my clients' needs and objectives are not only met but maintained and kept on track throughout their lifetimes by conducting annual reviews. My expertise includes Inheritance Tax Planning, Retirement Planning, Investment Planning, Tax Planning, and Protection. I work with both private and corporate clients.