Edward Franklin Marshall, APFS

Member Spotlight

Collaborate with Professionals and Raise Your Profile

Marshall shares how he has successfully built his practice, working solely with professionals and by referral only, and the benefits that resulted. He explains how to embed yourself with a firm of accountants, become their trusted partner and leverage that relationship to work alongside other professionals such as solicitors. He also discusses the importance of raising your public profile through becoming a regular voice on your local radio station so the professionals you’re collaborating with are proud to work with you and determined to introduce you.

A Financial Adviser since 2001, Ed became independent in 2005 and has been working with Kingsland Wealth Management since 2006. Ed loves helping his clients to achieve their goals for the reasons most important to them. In his free time, Ed is an enthusiastic cyclist both on and off road – and a keen snowboarder and skier too. He just loves spending time in the mountains with his campervan and his partner Kathy, whatever the weather..