A collaborative approach to building and protecting your wealth

Financial planning and wealth management for individuals and businesses. We work with clients in Gloucestershire and further afield.

What we do

Griffiths Marshall Wealth Management was formed in 2020 when two like-minded, long-standing, and locally respected professional advice firms joined forces to better serve their clients.

Our collaborative approach means our clients benefit from access to expertise across all aspects of their business and financial advice needs. Whether you are building your wealth, planning for retirement or looking for a mortgage, our highly experienced and qualified team of specialists work together to ensure the best outcome for you.

About us

What we do

We work with individuals and businesses to provide advice in the following areas among others:


Retirement & pension planning

Inheritance Tax, trust & estate planning

Offshore investments

Life assurance

Mortgages & equity release

Long-term care

Hear from our clients

I have been a traditional cash saver for a number of years. With returns being so low I wanted to do something different and was introduced to Jon Bissett who was extremely helpful in explaining my options to me in a really clear and transparent way. He gave me the confidence and information to enable me to make an informed choice and has helped me set up a stocks and shares ISA. The process was very smooth and Jon was on hand throughout to guide me through the process. I received a very helpful, friendly and professional service.

Mr B.

A client since February 2021

My wife and myself were introduced to Jon Bissett, as we needed some advice on pensions. Jon has been a great help on a personal level, giving advice and setting up directors pensions for us. Having Ian Price, our Accountant, at one of the meetings made the whole process seamless. Jon has also advised us on life cover and I am now speaking to him about buy to lets. He is friendly and professional and I have recommended him to other members of my family.

Mr and Mrs T.

Clients since February 2021

“I was introduced to Vanessa as I wanted some advice on pension and investment planning. Vanessa took the time to understand my objectives and explained everything to me in a very clear and professional way. Vanessa is so easy to talk to that I have now introduced my partner to her who usually hates stuff like this! We look forward to developing a long-term relationship with her, especially as she has shown herself to be really conscientious and trustworthy.”

Ms L.

A client since May 2021

Get in touch

Send us a message and a member of our team will respond to your query.