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Gill Marsh DipFA, MLIBF, CertLTCP, AdvDipFA
Senior Financial Planner
Gill has worked in Financial Services since 2003. Gill became a fully Chartered IFA in August 2023 having completed her qualifications through the London Institute of Banking and Finance. Gill is qualified in Managing Investments, Taxation Trusts and Tax Compliance and Pension Transfers and holds a Certificate in Long Term Care and Later Life Planning.
Gill’s daily focus is to provide a positive experience for her clients. She uses her knowledge and wealth of experience to provide a high-level customer service, truly putting her clients at the heart of everything she does.
Outside of work Gill is married and has two Daughters. She enjoys the outdoors, running, cycling, surfing and holidays in the Sun.
Jane Taylor
A fine and professional financial adviser.
I would like to say how grateful I am to you for guiding me through this process from start to finish, always explaining everything very clearly and answering all my questions. You have done a lot of research on my behalf, kept me informed as to progress and come up with the perfect solution for my circumstances. I could not have asked for a better advisor, you have been a star!
Ray & Sue Greenfield
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
Joanne Ross
Superb attention.
Superb attention. Very personalised prompt service. The team are excellent and I felt they always had my best interests at heart. I shall be continuing to use their services. Thank you!
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
Trevor Meeking
A personal and professional service
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
