How we are regulated
Griffiths Marshall Wealth Management Ltd is an appointed representative of Prosser Knowles Associates Ltd. As an appointed representative, we are not directly authorised by the Financial Conduct Authority (FCA). We are, instead, supervised and monitored by Prosser Knowles Associates Ltd, which is authorised and regulated by the FCA. You can find their entry on the FCA register here.
We’re delighted to be an appointed representative of a company that upholds the same values as us, and that has such a long and proud history supporting clients in their financial success. Being an appointed representative allows us to concentrate on doing the things we do well – helping you achieve your financial goals – while at the same time, knowing that our vitally important regulatory and compliance obligations are being handled by a highly experienced principal firm.
Please be assured that when you engage our services, you will work directly with the Griffiths Marshall team. Our status as appointed representatives does not impact on the relationship you form with us and our team look forward to building what we hope will be a lasting and rewarding relationship with you.
Helping you to identify, achieve and protect your desired lifestyle
We work with individuals and businesses to provide advice in the following areas among others:
Investments
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.
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.
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.”
A client since May 2021
Get in touch
Send us a message and a member of our team will respond to your query.
