Jordan Marshall
BA Hons APFS
I am passionate about supporting people to achieve their hopes and dreams in life through the careful planning of their finances. We do this through building and maintaining strong and trusted relationships with our clients.
The service we provide at Perpetua Wealth Partners reflects my own personal values of trust, integrity and professionalism.
I have been a financial adviser for over 20 years and whilst the world and indeed the profession have changed much over that time, my values have remained the same and they drive a desire to help people to achieve their goals. I understand that money is rarely the end in itself, but the means with which people can live the life they wish for, and to provide for others dear to them.
Outside of work, I love to travel and also try and find time to play the trumpet whenever I can. I avidly follow my daughters in all of their pursuits and I also enjoy keeping fit through running 5ks.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
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.
