Marcel A. Wilson
DipPFS Cert CII (MP)
My key aim is to provide a highly professional and personal approach to Financial Planning to both private and business clients.
About
I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard. With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients designed to achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
Because of my strong client focus, I build my business mainly on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
I enjoy family and social activities and sports mainly football, running and cricket.
My philosophy focuses upon maintaining a long term, trusted relationship with clients, showing distinct quality, integrity and excellence in the field of wealth management.
Believing that financial services is very much a 'people business'. I am committed to providing high levels of client service at all times. The level of satisfaction may be judged by the fact that most new clients are personally recommended by existing clients.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
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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 22/02/2023
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.
