Marianne Pascall (nee Loder)

Marianne Pascall (née Loder)

Advising clients since: 2009

Qualifications: DipPFS

Areas of expertise: Financial Strategy

I have been advising individual clients and their families for almost a decade. I work with people who are interested in making the most of their finances at any stage of life and help them to achieve their financial goals.

I provide a range of financial services to help clients grow and protect their wealth and assets, from writing your first financial plan and cash flow forecasting to full blown retirement planning, financial protection and creating a legacy for the future.

I also provide some more specialised services to Charities and Churches as an investment consultant. I get involved at every stage, from writing Investment Policy Statements to advising Trustees on their investment responsibilities and investing assets in line with their requirements.

I'm a new Mum and I love getting out and paddle boarding when I have the time. I live on the south coast & work in London 2 days a week so make the most of the beach lifestyle when I can. I run to keep fit and love entertaining friends.