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.
