Business Details
We are Colman & Marshall Financial Planning, established in 2003 as an authorised financial advisory practice. With over 19 years of experience, we have grown into a trusted adviser for financial planning and mortgage solutions. Our team, led by specialists like Chris Marshall for pensions and Grace Butcher for mortgages, combines deep industry knowledge with a client-centric approach. We are authorised and regulated by the Financial Conduct Authority, ensuring all advice meets rigorous professional standards. Our services are designed to address diverse financial needs, from retirement planning to complex mortgage arrangements. We prioritize transparency, offering a free initial consultation with no obligation to build lasting trust.
Over the years, we have assisted thousands of clients in achieving their financial goals, adapting to legislative changes and personal circumstances. Our Chippenham-based office serves local and regional clients, supported by flexible consultation options including home visits, phone, and online meetings. We maintain access to the entire mortgage market, avoiding restrictive lender panels to secure the most competitive deals. Our commitment to excellence is reflected in our FCA registration (231230) and continuous investment in research tools and adviser training. By focusing on individual needs and market developments, we deliver tailored solutions that align with clients' unique financial objectives.
Over the years, we have assisted thousands of clients in achieving their financial goals, adapting to legislative changes and personal circumstances. Our Chippenham-based office serves local and regional clients, supported by flexible consultation options including home visits, phone, and online meetings. We maintain access to the entire mortgage market, avoiding restrictive lender panels to secure the most competitive deals. Our commitment to excellence is reflected in our FCA registration (231230) and continuous investment in research tools and adviser training. By focusing on individual needs and market developments, we deliver tailored solutions that align with clients' unique financial objectives.
Highlights and features
- We have provided trusted financial advice since 2003, building extensive industry experience.
- We are authorised and regulated by the Financial Conduct Authority (FCA registration 231230).
- We offer impartial mortgage advice with access to the entire market, not restricted lender panels.
- We provide a free initial consultation with no obligation to establish client needs.
- We serve clients locally and nationally through flexible consultation methods including home visits.
Services
Pensions
Our pension advisory service provides personalized retirement planning guidance, addressing all stages from initial savings to income withdrawal. We help clients navigate legislative changes and product complexities through tailored reviews that adapt to personal circumstances and market conditions. This service benefits individuals seeking clarity on pension options, whether starting to save, consolidating existing arrangements, or approaching retirement.
Mortgages
We offer comprehensive mortgage advisory services, utilising advanced research tools and adviser expertise to access the entire market. Our impartial approach ensures clients receive the most competitive deals for home purchases, re-mortgaging, or specialist requirements. This service supports homeowners and buyers in securing suitable mortgage solutions aligned with their financial situation and long-term goals.
