Marson Wealth Management was established by Sharon Marson, a local wealth management specialist, with the key aim of providing a personal service to individuals and businesses within the Cotswolds, especially Gloucestershire. Sharon provides tailored financial planning solutions to those based locally to her office, although works with clients all over the South West.

With ever increasing demands on our time, we find that very few people have the time or inclination to manage all their financial affairs as effectively and tax efficiently as possible. With access to more information than ever at our fingertips regarding our financial affairs, sometimes it can be difficult to unravel what we need to do ourselves or for our businesses.

At Marson Wealth Management, we have the knowledge and experience to lead you through these complexities to deliver personal and tailored financial planning solutions. We can offer you a distinct wealth management service based on professionalism and trust, for all areas of your financial needs both now and in the future.

We provide innovative solutions which put you or your business at the centre of what we do. We spend time getting to know you and this is invaluable to ensuring the right solutions are designed for you and your changing needs.

For individuals we can help in a number of areas including:

• Private Individual Wealth Planning & tax efficiency
• Investments & Savings
• Inheritance Tax Planning & Gifting
• School & University Fees Planning
• Divorce & Separation
• Retirement Planning and “in” retirement solutions
• Income/Family Protection Planning

Businesses

• Business or Partner Protection
• Business Investments
• Tax planning
• Pension Planning for Directors
• Employee Benefits including auto-enrolment* for Employee pensions
• Aspects of Exit Strategies for Directors & Profit Extraction
• Inheritance Tax planning for Directors

We also provide distinctive solutions for Trustees to ensure they manage investments within the trust* as effectively as possible and always in the best interests of the beneficiaries.

The value of an investment with St. James's Place will be directly linked to the value of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

*Trusts and auto-enrolment products are not regulated by the Financial Conduct Authority.