Wayne Marshall
DipPFS
I specialise in providing tailored financial advice in Newcastle upon Tyne and the North East of England. My main aim is to help you achieve your goals, by understanding your circumstances and then providing a clear path in which to reach them.
My role is simple, to make finance understandable, provide an exceptional service, and ensure I fully understand the needs and goals of my clients. I take great pride in being approachable, professional and building and maintaining fantastic long-term relationships with my clients.
About
Welcome to Newcastle Financial Planning, my goal is to develop great relationships with my clients whilst helping them plan, grow and protect their financial future. Making finance simple is extremely important to me and I will be there to support you every step throughout your financial journey.
After providing financial advice within banks and building societies since 2002, in 2022 I accepted the invitation to become an Associate Partner Practice at St. James's Place. I am passionate about service and the provision of bespoke financial advice. I have found that by having my own practice, I have more time to dedicate to those that choose to work with me.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 26/08/2022
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
