life insurance, investments,pensions
and mortgages
professional approach
At Marshall Wooldridge we pride ourselves on delivering professional, dedicated financial solutions to corporate organisations and individuals. We offer expert financial advice and planning which is completely independent, allowing us to source Company and Employee benefits, Executive and personal Wealth Management, Protection, Commercial loans and Mortgages from every providers. Our dedicated team of expert qualified advisers and administrators have proven track record of success, and a depth of experience resulting from numerous years within the Financial Services Industry. We continually introduce the latest technology and sophisticated research tools to enable us to provide affordable, flexible and appropriate financial planning solutions, for corporate entities and individuals alike. Our services encompass the following:
company and employee benefits
Whether it’s Company protection in the form of Shareholder, Keyman or Group Risk Cover or the various options relating to retirement provision, such as Group Personal Pension, Small Self Administered Schemes or Self Invested Personal pension, we can provide the most appropriate advice to our clients and their employees.
individual wealth management and protection
We advise on the use of Pensions, ISAs, Unit Trusts, Investment Trusts, OEICs, Capital Investment Bonds and Protection Policies, in conjunction with our Portfolio Planning balancing software, in order to manage our clients’ future protection and wealth generation. As personal wealth appreciates, so does the tax liability. So, with early planning, we can help reduce or even eliminate the impact of Inheritance Tax.
commercial loans and mortgages
Based upon your objectives and differing needs we can source and advise on the right Loan, Residential or Commercial lending from the offers available at the time, tailored to suit each client’s situation and requirements. Please use our mortgage calculator for an indication of mortgage repayments.
total independence
With our Independent status offering whole of market options, Marshall Wooldridge is in a position to continually offer new products and investment opportunities to ensure that all your requirements are managed and serviced to the highest standard and exclusively to your satisfaction.
professional approach
At Marshall Wooldridge we pride ourselves on delivering professional, dedicated financial solutions to corporate organisations and individuals. We offer expert financial advice and planning which is completely independent, allowing us to source Company and Employee benefits, Executive and personal Wealth Management, Protection, Commercial loans and Mortgages from every providers. Our dedicated team of expert qualified advisers and administrators have proven track record of success, and a depth of experience resulting from numerous years within the Financial Services Industry. We continually introduce the latest technology and sophisticated research tools to enable us to provide affordable, flexible and appropriate financial planning solutions, for corporate entities and individuals alike. Our services encompass the following:
company and employee benefits
Whether it’s Company protection in the form of Shareholder, Keyman or Group Risk Cover or the various options relating to retirement provision, such as Group Personal Pension, Small Self Administered Schemes or Self Invested Personal pension, we can provide the most appropriate advice to our clients and their employees.
individual wealth management and protection
We advise on the use of Pensions, ISAs, Unit Trusts, Investment Trusts, OEICs, Capital Investment Bonds and Protection Policies, in conjunction with our Portfolio Planning balancing software, in order to manage our clients’ future protection and wealth generation. As personal wealth appreciates, so does the tax liability. So, with early planning, we can help reduce or even eliminate the impact of Inheritance Tax.
commercial loans and mortgages
Based upon your objectives and differing needs we can source and advise on the right Loan, Residential or Commercial lending from the offers available at the time, tailored to suit each client’s situation and requirements. Please use our mortgage calculator for an indication of mortgage repayments.
total independence
With our Independent status offering whole of market options, Marshall Wooldridge is in a position to continually offer new products and investment opportunities to ensure that all your requirements are managed and serviced to the highest standard and exclusively to your satisfaction.
