Advising clients since: 2009
Areas of expertise: Financial Strategy
Marianne has been advising individual clients and their families for almost a decade. She works with people who are interested in making the most of their finances at any stage of life and helps them to achieve their financial goals.
Marianne also provides a range of financial services to help clients grow and protect their wealth and assets, from writing their first financial plan and cash flow forecasting to full-blown retirement planning, financial protection and creating a legacy for the future.
Marianne often provides some more specialised services to Charities and Churches as an investment consultant. She gets involved at every stage, from writing Investment Policy Statements to advising Trustees on their investment responsibilities and investing assets in line with their requirements.
Marianne has recently become a new Mum and loves getting out and paddle boarding when she has the time. She lives on the south coast & works in London two days a week to make the most of the beach lifestyle when possible. She runs to keep fit and loves entertaining friends.