Jordan Marshall

Based in the City of London and Essex, I provide wealth management and financial planning advice to clients both around London and in East Anglia. Since graduating from Lancaster University over 20 years ago I have worked with and advised a wide range of families and businesses. Within this, I have built up a distinct specialism in advising medical practitioners. I have found over the years that while my clients share similar concerns, they have very individual needs. Many have received financial advice in the past; however, the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. My expertise covers a broad spectrum of financial planning throughout my clients' working lives and retirement. I pride myself on my ability to listen to and understand the needs and concerns of my clients. I believe that this is essential in order to truly meet their requirements when building and maintaining a successful financial plan for their future. I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. I am a Chartered Financial Planner. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service. Outside of work I spend much of my time with my wife and daughters, enjoying the fantastic Essex and Suffolk countryside, as well as playing in a brass band and other musical ensembles. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx