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Peter Marshall
Principal Executive/Proprietor at Personal Money Management
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Work Experience
Principal Executive/Proprietor
Present
Company Details
Personal Money Management is a firm of Independent Financial Advisers specialising in Pensions and Retirement Strategy, Investment and Estate Planning. We have been providing expert financial advice for nearly 40 years. Our clients range from the average family to some of Scotland’s most successful entrepreneurs and academics. Wealth Management and Financial Planning advice is a very personal business, which is why we like to deliver a tailored, face to face service to meet your financial goals today and in the future. Should you wish to meet to discuss your financial arrangements, there would be no fee for an initial consultation and any fees would be agreed in writing before work is commenced.
Year Founded
1976
Social Media
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Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Financial Advisers, Consulting, Economics
HQ Location
188 Lanark Road West, Currie Edinburgh, Midlothian EH14 5NX, US
Keywords
PensionsEstate PlanningInheritance Tax (IHT)Retirement StrategyInvestment
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Contact Details
  • Email AddressP**@co.uk
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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