Create and Secure Your Future with Confidence
A trusted local business with a national reach
Marshall Pension & Financial Planning Ltd is a team of experienced and qualified financial advisors located in Durham City. We provide a comprehensive range of services to individuals and businesses across the UK, helping them secure their financial future and plan for retirement.
Retirement Planning
- Guidance on choosing the right pre-retirement planning and at-retirement planning schemes.
- Assistance with final salary schemes and defined benefit plans.
- Personalized advice on maximizing your state pension.
Financial Planning
- Comprehensive analysis of existing financial situation and goals.
- Development of a bespoke financial plan that aligns with your unique needs and aspirations.
- Assistance with inheritance tax planning and investment planning.
Corporate Services
- Development and implementation of group sick pay schemes.
- Succession planning for business owners.
- Financial advice tailored to the specific needs of your workforce.
Our Approach
We believe in building strong relationships with our clients, taking the time to understand your individual situation and goals. We provide clear, transparent and jargon-free advice, empowering you to make informed financial decisions. We are committed to open and ongoing communication, ensuring that your plan evolves and adapts to your changing needs over time.
Our Values
- Individual Attention: We tailor our services to your unique circumstances and goals.
- Transparency: We provide clear and understandable explanations about your financial situation and the options available to you.
- Accessibility: We strive to make financial planning accessible and affordable for everyone.
- Integrity: We adhere to the highest ethical standards and regulatory requirements.
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