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Financial Advisors > Financial Advisers In > Financial Advisers By City > Financial Advisers In London > Cull Marshall

Cull Marshall

Cull Marshall
Address: 46 Talbot Rd
Highgate
London
Postcode: N6 4QP
Email: paul.cull@cullmarshall.co.uk
Telephone: 020 8347 7040
Website: http://www.cullmarshall.co.uk/
Financial Advisors By Type: Taxation Advice, Pensions Advice, Investment Planning
Financial Advisors By Area: London Financial Advisers
Financial Advisors By City: Financial Advisers In London
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Description
We provide expert, impartial advice to individuals and businesses, with emphasis on the highest professional standards. We do not ‘sell’ financial products but offer solutions whether or not financial products are required. We work on a cost-effective fee-basis to ensure unbiased advice with minimal cost to the client.

We specialise in investments and portfolio management, and investment planning for those nearing retirement. By working closely with both the client and the investment managers concerned, we ensure that the client’s requirements are met and a satisfactory outcome is achieved.

Following our first meeting which is free of charge, we normally charge an hourly rate and give an estimate of cost which is first agreed with the client. In the event of pensions or investments being placed which pay commission, we either rebate the commission or use this to offset the fee.

We offer a range of financial advice services, however, the majority of our work is with investments and portfolio management, and investment planning for those nearing retirement. We achieve this effectively by working closely with the client and the investment managers concerned, involving the client with the investment decisions and ongoing monitoring in the future. This ensures that a satisfactory outcome is achieved.

We start with a blank sheet of paper and an open mind. We take a far-sighted holistic view and consider all likely eventualities to ensure that the client's needs are satisfied; with this approach we expect to secure for our clients financial security and peace of mind.

As Independent Financial Advisers, there are many investment strategies we could recommend, but for larger sums we normally prefer to incorporate the use of an appointed investment manager to act strictly within our guidelines. The advantage of this approach is that it gives the combined expertise of both Financial Adviser and Stockbroker to create a bespoke investment strategy with a two-tier investment management system; and this with optimum tax-efficiency. This approach has many benefits and safeguards, including that of reducing risk, and therefore has a greater likelihood of achieving success.

Once the investments are in place, we monitor the portfolio to ensure that it performs satisfactorily and continues to suit the client's needs. This would involve the investment manager when necessary, to make adjustments according to market conditions. No important investment decisions are made without our agreement. We normally involve the client with these discussions, including meeting the investment managers concerned. This gives reassurance and involvement with investment decisions.
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