Benchmark Financial Planning
Adam Marshall MLIBF is a Certified Financial Planner with extensive experience in financial advisory roles, currently working at Benchmark Financial Planning since September 2019. Previous positions include Independent Financial Adviser at Police Mutual from March 2018 to August 2019, where Adam specialized in providing advice to retiring officers, and a similar role at Aspect8 from June 2012 to December 2014. Adam served as Principal at Marshall Thomas from June 2003 to June 2012, offering services to private clients and small businesses. Adam's career began at HSBC, where from September 1995 to June 2003, financial advice was provided to personal and business clients, focusing on needs assessment rather than sales-driven approaches.
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Benchmark Financial Planning
You work hard for your money - and it should work hard for you. That's where we come in. We are a Chartered financial planning firm with 30 years' experience helping families and small business owners achieve more than they ever thought possible.