Jason Marsh
Financial Planning Consultant DipPFS, CeMAP in Swansea
A little bit about Jason
Jason has a wealth of experience in the Financial Services Industry and has been a Financial Adviser for over 30 years.
Throughout his career he has focused on building long term relationships with his clients by putting the clients’ interests at the core of all of their dealings.
He specialises in Investment Planning, Inheritance Tax Planning and Retirement Planning while taking a holistic financial approach to help his clients achieve their long term financial goals.
He also has vast experience in dealing with business clients, including company directors and the self-employed alike.
Outside work Jason enjoys spending time with his wife and young son. His hobbies include cycling, motorcycling, kickboxing and coaching his son’s rugby team.
Start the conversation
Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today
Qualifications
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DipPFS, CeMAP
An adviser’s insight
Enjoy the feel-good factor of a financial spring clean
With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.
I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.
We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family.
Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term.
Click on the contact me today button at the top of my profile to discuss how I can help you.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Testimonials
A Thomas
Jason Marsh has taken over as my financial adviser the last few years and has been excellent, given good advice been upfront and completely trustworthy and easy to understand and deal with! Would definitely recommend.
James D
I deal directly with Jason Marsh and would not hesitate recommending him to anyone. I prefer the personal touch when dealing with financial matters and Jason is always available to catch up over a coffee. He has a transparent non pressured approach which gives me great confidence that my interests are prioritized. The level of reporting available is great. I can access my account remotely If I need to. Perhaps the best thing I can say is that I don’t worry about my pension. I don’t need to chase for updates, I honestly feel its all taken care of and ultimately the peace of mind is priceless.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.