Marshall Wealth Management Limited

Mortgage broker · Leeds · incorporated 2014

  • Self-employed
  • Later life & equity release

Contact details published by the firm

01135 177531 Visit marshallwealthmanagement.co.uk

Services mentioned on its website

When we checked marshallwealthmanagement.co.uk on 2026-09-13, Marshall Wealth Management Limited mentioned self-employed, later life & equity release. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Marshall Wealth Management Limited on the FCA Register

Its website says it is an appointed representative of St. James's Place, which takes regulatory responsibility for its advice. We haven't verified this with the FCA. Search Marshall Wealth Management Limited on the FCA Register →

Questions to ask Marshall Wealth Management Limited

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. How many years of accounts or tax calculations will lenders want to see for my income?
  4. Are you qualified to advise on equity release, and how would you involve my family in the decision?

Frequently asked questions

Is Marshall Wealth Management Limited authorised by the FCA?

Marshall Wealth Management Limited's website describes it as an appointed representative of St. James's Place, which means that firm takes regulatory responsibility for its advice. Check both names on the Financial Services Register before taking advice.

What types of mortgage does Marshall Wealth Management Limited mention?

On its own website, Marshall Wealth Management Limited mentions: Self-employed, Later life & equity release. Services change, so confirm directly that the firm handles your situation.

How do I contact Marshall Wealth Management Limited?

Marshall Wealth Management Limited's website is marshallwealthmanagement.co.uk and it lists the phone number 01135 177531.

Does Marshall Wealth Management Limited only work with clients in Leeds?

Its registered office is in Leeds, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.