Griffiths Marshall Wealth Management
Financial advice that connects every part of your life.
Your finances are rarely standalone. Your business interests, investments, pensions, tax position and future ambitions are all interconnected – yet advice is often delivered in isolation by different firms and advisers.
At Griffiths Marshall Wealth Management, we combine independent financial planning with chartered accountancy expertise to provide clear, joined-up advice. This integrated approach helps you build, protect and pass on your wealth with confidence.
Whether you are an existing Griffiths Marshall Advisory Group client or are getting to know us for the first time, our focus remains the same: helping you make informed financial decisions for the future.
Your Finances, Working Together
Griffiths Marshall Wealth Management
Financial planning works best when every element is aligned. When advice comes together seamlessly, you gain a clearer view of your overall position and greater confidence in your decisions.
You may be thinking about:
How to structure your pensions and investments efficiently
Making the most of business profits or personal income
Managing your tax position effectively
Protecting your family and future lifestyle
Planning for retirement or succession
Balancing today’s priorities with your long term goals
A Partnership Built Around You
Griffiths Marshall Wealth Management brings together the combined expertise of Griffiths Marshall Advisory Group and Perspective (Prosser Knowles) – uniting chartered accountancy with independent financial planning.
For existing Griffiths Marshall clients, financial planning becomes a natural extension of your accounting and tax advice, creating a seamless and highly coordinated experience.
For those new to us, it offers access to a collaborative team that takes a holistic view of your finances – ensuring every decision is considered, aligned and supports your long-term ambitions.
The Financial Conduct Authority does not regulate taxation advice, including any tax services provided outside of Griffith Marshall Wealth Management.
What makes our approach different?
Integrated Financial Thinking
Your investments, pensions, tax position and long-term plans are considered as one – ensuring every element works in harmony to support your overall objectives.
Seamless Collaboration
Where financial planning and accountancy intersect, your advisers work closely together, providing clear communication and consistently aligned advice.
Advice Tailored to You
Whether you are building a business, planning for retirement, protecting your family or looking ahead to the next generation, our advice is shaped entirely around your goals and circumstances.
Independent Expertise
From investments and pensions to protection and estate planning, you benefit from personalised, independent advice designed to support your ambitions with clarity and confidence.
Griffiths Marshall Wealth Management
Support through every stage of life
At Griffiths Marshall Wealth Management, our role is to help you make informed decisions and build a financial future that feels secure and achievable. From your earliest plans to later life decisions, we support you throughout your entire financial journey – providing clear, consistent advice as your needs and circumstances evolve.
How we support you:
Growing and protecting your wealth
Buying or improving property
Retirement planning
Protecting your business
Planning for the people you love
Get in touch to see how one of our advisers can support your financial goals.
The value of investments can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate taxation advice.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, and taxation advice.
Already a Griffiths Marshall client?
Simply speak to your accountant and they’ll introduce the right adviser for you.