Meet The Team
A Local Business with a National Reach
Marshall Pension and Financial Planning Ltd is firm of Independent Financial Advisers based in Monkseaton, North Tyneside.
We look after clients mainly in the North East and Cumbria, and have clients based in the Scotland and the South East of England.
With our experience of Lifestyle Financial Planning, we are able to deliver the number one priority for clients – a clear and accurate picture of how they are going to get to a point where they should never have to worry about running out of money.
The process we use helps pull all the information together and give the best possible opportunity to accomplish their goals – and at the same time look after those closest to them.
Our unique strategy helps create a step by step process to plan exactly what is needed to ensure clients have complete certainty around meeting all personal, professional and lifestyle goals.
Marshall PFP prides ourselves in developing customised choices and solutions, designed to fit each client’s needs and be sufficiently flexible to adapt to the unknown entity of the future.
Bill Marshall
Chartered Financial Planner
Bill Marshall is the Managing Director of Marshall Pension and Financial Planning Ltd, a Chartered Financial Planner and Fellow of the Personal Finance Society.
He holds a number of specialist qualifications and is an expert in the area of pension and financial planning, and has been in Financial Services since 1984, becoming an Independent Financial Adviser in 1994.
Paul McAtominey
DipPFS
Paul McAtominey is a member of the Chartered Insurance Institute and the Personal Finance Society, and holds the Diploma qualification.
He is a highly experienced and qualified adviser, with an invaluable skill of making complex issues seem simple.
His experience includes being Head of Pensions Department, Company Directorships and Company Secretary, Investment committee member, and former chair of the CII life committee for the Institute in Newcastle.
Jonny Oliver
Jonny Oliver is a Planning Manager and joined Marshall’s from a large technology company. He currently holds a BSc in Computer Science and Artificial Intelligence.
Jonny is currently taking financial planning professional exams with the aim of becoming qualified adviser.
Abbey McCord
Abbey McCord is a Planning Assistant having joined Marshall PFP from secondary education.
Abbey is currently taking Financial Services exams with the aim of pursuing a career in financial services.
Discover how we can help
Retirement Planning
Advice on choosing Pre Retirement Planning and at Retirement Planning Schemes
Final Salary Scheme
Providing a full analysis of the benefits offered by Final Salary/Defined benefit scheme
Financial Planning
Financial Planning, Inheritance Tax Planning, and Investment Planning Advice
Corporate Services
From Group Sick Pay Schemes to Succession Planning for business owners, we can help.