Patrick Marshall:
Patrick joined the industry in 1984 and has a wealth of experience in dealing with a wide variety of different clients and situations. Patrick’s client service standards are legendary and he is truly a relationship specialist.

One of his main areas of expertise is motivating income rich-time poor clients to do the planning that they know they should but haven’t yet done so. He is particularly adept at advising on matters relating to insurance and risk management and has fought successfully for clients on several occasions for claims to be upheld which have had literally life changing consequences.

Patrick is a keen golfer and skier and is an avid rock music enthusiast, even being listed as a contributor in the latest ZZ Top album.