Client Testimonials
Bill Marshall has been my financial advisor now for nearly eighteen years. I have always found his advice clear and reliable with excellent investment results.
The documents he has provided have been detailed and comprehensive. I have particularly found that Bill’s visits to review mine and my families’ finances have been enjoyable and give me a lot of confidence for the future during our retirement. His clear and friendly advice remains the key to our relationship.
From the outset, Bill’s approach was professional yet easy to understand. He explained the complicated background to our whole financial picture without blinding us with jargon or missing any relevant details. The end result was a clear and comprehensive plan for our future financial wellbeing.
We would recommend Bill Marshall as a knowledgeable and approachable consultant, who can provide a complete and friendly service at what, in our view, is a realistic cost.
I was first introduced to Bill over twenty years ago by my accountant who realised that, whilst I had many plans in place for the future success of my business, I had never had time to plan for my own future.
During our first meetings Bill very quickly gained an understanding of what I wished to achieve and suggested an array of personally tailored retirement, savings and wealth management plans he assured me would meet my needs.
These early meetings were followed up by regular reviews which I very much looked forward to as I respected Bill’s opinion and greatly trusted his professional judgement and ongoing advice.
I am happy to say that by following this advice over the past years I have indeed achieved my goal of an early, comfortable and financially assured retirement.
I first met Bill about 11 years ago when he was a guest speaker on a pre-retirement course I attended. I was impressed by his thoughts and ideas. Later, after talking things over with Una, I contacted Bill and arranged a meeting.
We were both impressed by his down to earth, sensible thoughts. 11 years on we see no reason to look elsewhere for our financial advice. He takes care of our investments and we get on enjoying retirement.
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I first met Bill Marshall 8 years ago when needing some advice on a small investment, due to a family bereavement, he was recommended to me by a work colleague whom I had known for 30 years. I was impressed by Bill’s straight forward and easy way of explaining things to someone who had little knowledge of finance, other than just saving in the bank and building society. His advice proved to be very good and after he had gone through my way of dealing with savings and so on he actually saved me money on my monthly expenses.
This then led me to place my various pension pots from previous employers into his hands, he made it all seem so simple by bringing everything together in one place, when I had thought it was going to be a minefield. Then with his help I found that I was able to retire 4 years earlier than planned, Bill is a friendly and helpful individual, who is at the end of a phone if you have any questions, I would not be sitting at home now enjoying a more relaxed life, if Bill had not guided me in the right direction when I needed advice.
Bill has been our Financial Adviser for over 25 years and has been with us when arranging family protection for our young family to recently helping us through the compexities of pension transfers and early retirement.
Throughout this time our discussions with Bill have been extremely professional and personalised to our circumstances. This was clear when our discussions allowed me to retire early and Bill did not just use the data provided, but highlighted the benefits whilst clearly explaining the risks we were taking on, in plain English.
The pension advisors to the company scheme simply didn’t have a clue and were unable to answer my many questions. I decided to take responsibility for myself, checked the FCA register for a Financial Advisor who would be able to help me plan for my future.
The FCA register showed that Bill has many years of experience in Financial Planning. On the basis that nobody lasts long in the financial industry if they aren’t good, I decided to use Bill’s services and I am very glad I did.
From our first meeting, Bill immediately understood my needs, he was able to explain simply and in layman’s terms the different types of pensions I had accumulated over the years, how they worked and their projected value. Bill was then able to structure a financial plan that enabled me to achieve my ambition and retire within my target date.
Bill Marshall first came to my attention over 20 years ago when I wanted an advisor to assist with my financial planning after I retired early from the public sector.
Since then Bill has come to my aid on a regular annual basis, giving helpful advice to me and my wife as needed. This has taken the pressure off me in helping to make sense of the complicated personal financial world.
I can only say that without Bill’s help I am sure I would have made some regrettable decisions!
For anyone looking for financial advice I can only say that they cannot go wrong in employing Bill Marshall to assist them.
He has been a great help organising our finances especially when I took early retirement and needed advice on investments. He guided us through the best investments to suit our finances and explained everything to us so we fully understood what was happening.
Apart from financial advice we have found him very easy to talk to and he answers all our questions however trivial.
He has been a great help organising our finances especially when I took early retirement and needed advice on investments. He guided us through the best investments to suit our finances and explained everything to us so we fully understood what was happening.
Apart from financial advice we have found him very easy to talk to and he answers all our questions however trivial.
Bill has been advising us and looking after our savings and pension investments for more than 10 years now. In all that time his impartial and very knowledgeable advice and guidance has ensured that our financial affairs have remained safe and secure at all times. This in turn has given us great piece of mind and enabled us to enjoy our retirement to the full. Thank you Bill.
I’ve known Bill for what seems a lifetime!
I’m an accountant who has recommended Bill to so many clients I can’t begin to think how many. He’s also looked after our own affairs and still has a fine head of hair, testament indeed to his ability to cope with stress and a client with a complicated financial plan and needs. What can I say: Bill is a cracking advisor and I’m still recommending him.
Bill has being looking after my pension arrangement for well over 10 years and in all those years has provide good advice, service and regular meetings to update financial records to make sure we plan ahead to gain the best possible pension.
Bill Marshall has advised us about our finances since our retirement about ten years ago. We’ve always found Bill and indeed the whole process very helpful. We’re very confident that we are getting consistent and reliable advice that will enable us to feel very secure in our retirement.
Bill has been advising me for at least 15 years after an introduction from my accountant. I have always found him to be a most professional person who has given me sound advice.
We have known Bill since 2014 when I was given his details from my accountant as we required information on pensions. He has been a very good help in setting up and managing our pension plans for our retirements.
He is very easy to talk to and offers very good financial advice during our meetings.
