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Jason Marsh

Financial Planning Consultant DipPFS, CeMAP in Swansea

A little bit about Jason

I have a wealth of experience in the financial services industry and have been a financial adviser for more than 30 years.

Throughout my career, I have focused on building long-term relationships with my clients by putting their interests at the core of all our dealings.

Find out more about me below.

Start the conversation

There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Certificate in Mortgage Advice and Practice - Level 3

  • CeMAP is the benchmark qualification for individuals aspiring to become mortgage advisers. It gives the skills, knowledge and certifications to deliver mortgage advice and practice.

Testimonials

A Thomas

Jason Marsh has taken over as my financial adviser the last few years and has been excellent, given good advice been upfront and completely trustworthy and easy to understand and deal with! Would definitely recommend.

James D

I deal directly with Jason Marsh and would not hesitate recommending him to anyone. I prefer the personal touch when dealing with financial matters and Jason is always available to catch up over a coffee. He has a transparent non pressured approach which gives me great confidence that my interests are prioritized. The level of reporting available is great. I can access my account remotely If I need to. Perhaps the best thing I can say is that I don’t worry about my pension. I don’t need to chase for updates, I honestly feel its all taken care of and ultimately the peace of mind is priceless.

More about me

I specialise in Investment Planning, Inheritance Tax Planning, and Retirement Planning while taking a holistic financial approach to help my clients achieve their long-term financial goals. I also have vast experience in dealing with business clients, including company directors and the self-employed alike.

Outside of work, I enjoy spending time with my wife and young son. My hobbies include cycling, motorcycling, kickboxing, and coaching my son’s rugby team.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.