Marshall Pension & Financial Planning Ltd

Independent 3 Marden Avenue, North Shields, Tyne and Wear, NE30 4PB
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
11th November 2019
We build a financial plan specific to you and your goals establish what you need to do to achieve them
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Bill Marshall FPFS
Financial Planner
Chartered Financial Planner
Where to find us

3 Marden Avenue, North Shields, Tyne and Wear, NE30 4PB

Make an enquiry
About us

Marshall Pension and Financial Planning Ltd is firm of Independent Financial Advisers based in Cullercoats, North Tyneside.
We look after clients mainly in the North East and Cumbria, and have clients based in the Scotland and the South East of England.
With our experience of Lifestyle Financial Planning, we are able to deliver the number one priority for clients – a clear and accurate picture of how they are going to get to a point where they never have to worry about running out of money.
The process we use helps pull all the information together and give the best possible opportunity to accomplish their goals – and at the same time look after those closest to them.

Our unique strategy helps create a step by step process to plan exactly what is needed to ensure clients have complete certainty around meeting all personal, professional and lifestyle goals.
Marshall PFP prides ourselves in developing customised choices and solutions, designed to fit each client’s needs and be sufficiently flexible to adapt to the unknown entity of the future.

Our services

UK pensions are unnecessarily complicated with layer and layer of legislation which often confuses the layperson.
In essence pensions are a savings plan with tax incentives. We make it simple to understand, structure, and tie it in with your other assets for the complete picture.
The importance of making sense of your pensions is to ensure you have enough in the future when you choose to work less and or stop work.

Advice methods
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value