Russell Marley
APFS
Financial planning can sometimes appear to be complicated. In order to help clients through this complexity, I seek to discuss my clients' financial views and objectives in a clear and straightforward way. In doing so, I can ensure that I fully understand their goals which allows me to compile a bespoke and appropriate solution to meet their needs.
About
Russell Marley Financial Planning was established in 2017, when its Principal Russell Marley accepted an invitation to join St. James's Place.
Having graduated from college in 1991, I began my career working in a support capacity for a large life assurance company. In 1994, having completed further professional exams, I took up the invitation to move into an advisory role working with High Net Worth clients. I have remained working in an advisory role ever since, helping clients to meet their financial goals, whilst ensuring my own knowledge and professional development is kept current.
This is key to building strong, professional and lasting relationships with my clients, founded on trust, excellence in service and regular reviews to help my clients' plans remain on track to meet their goals and aspirations.
I aim to keep my clients aware of the most up-to-date information within the markets and providing the WeekWatch bulletins is just one example. In addition, I am able on request to provide quarterly copies of The Investor, the St. James's Place magazine.
Based in Sussex, I provide financial planning and wealth management advisory services to clients throughout the south east of England.
Outside of my professional life, I am a keen runner, and enjoy taking part in a few running events each year in a bid to stay fit!
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 23/05/2022
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
