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Chris Marsh

Chartered Financial Planner

I have recently celebrated 10 years at Cullen Wealth, joining in 2008. As a Chartered Financial Planner, I specialise in high-value pension and investment portfolios, looking after a wide variety of working professionals. I want to help my clients bring their planning to life by understanding what is really important to them both now and in the future.

Married, with two young sons and living in Chelford, Cheshire, I am a keen runner and cyclist in my spare time. I am also a loyal Bolton Wanderers fan – although I often wonder why!

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What our clients are saying

Chris has advised us on a private estate that included PEPs, ISAs, unit trusts, bonds and equity investments, as well as liquid funds, such as cash and building society accounts. He has proved sensitive to our views. We are both in our eighties and more interested in income than capital growth, which would aggravate our inheritance tax position. Our relationship is very good, frank and easy. We consider ourselves lucky to have such an advisor.

John and Joan Allen