Colman & Marshall Financial Planning Ltd

About Us

Marshwood Financial Services Ltd is an established financial advisory practice based in the heart of Chippenham, Wiltshire. Founded in 2003, we have over two decades of experience in providing tailored financial and mortgage advice to individuals and businesses across the region.

Our team of experienced professionals are committed to understanding your individual needs and goals. We work with you to create a personalized financial plan that aligns with your aspirations and circumstances.

Pensions & Investments

• Comprehensive pension review and planning
• Individual retirement planning
• Investment advice and portfolio management
• Tax-efficient savings solutions

Mortgages

• Access to the entire mortgage market
• Impartial advice to find the most suitable mortgage options
• Competitive rates and flexible terms
• Expertise in various mortgage purposes, including home purchase, remortgaging, and buy-to-let investments

Protection

• Comprehensive insurance planning to safeguard your family, home, and income
• Protection against illness, unemployment, and unexpected events
• Guidance on life assurance, critical illness cover, and other relevant insurance solutions

Financial Planning

• Comprehensive financial review and goal setting
• Personalized wealth management strategies
• Tax optimization and retirement planning
• Business financial planning and succession advice

Our Approach

We believe in building strong, long-lasting relationships with our clients. We take the time to understand your unique goals, concerns, and circumstances. Our approach is:

• Impartial: We provide unbiased advice without favoritism towards any specific product or provider.
• Individualized: We tailor our plans to your specific needs and circumstances.
• Accessible: We communicate clearly and regularly, keeping you updated every step of the way.
• Transparent: We disclose all fees and charges associated with our services.

Get in Touch

We invite you to contact us to discuss your financial needs and explore how Marshwood Financial Services Ltd can help you achieve your financial goals.