I made a career change in April 2018 to improve my work-life balance. With relevant skills from previous roles, I became a mortgage and protection consultant helping clients with all areas of mortgage planning, from first-time buyers all the way through to limited company portfolio landlords.

Although I enjoyed helping my clients with their mortgage and protection needs, my goal had always been to become a regulated financial planner. Finally, after nearly 3 years of training and exams, I passed my last qualification in January 2021.

I met Tom as a mortgage broker working together helping the same clients on a couple of occasions. I always felt we shared a similar ethos, building strong relationships with our clients and putting them first. I had also been impressed with Christopher Little & Co’s processes and their modern way of working, so, following my qualification in 2021, when Tom asked me to join the team it felt like the perfect fit.

Day to day is spent mostly speaking to and meeting with clients, understanding their needs and creating robust financial plans.

When I am not working with my clients I continue my professional development, improving my expertise and staying up to date with changes in legislation.

Currently, I would consider myself as a financial planner specialising in mortgages and financial protection.

  • Financial Planning Consultant and Mortgage Broker
  • Dip PFS Cert CII (MP and ER)
Reviews and Ratings for Financial adviser Richard Marshall, Leeds

When I'm not at work

My wife Hayley and I have two young children, Max and Molly, born January 2020 and August 2021. So free time is very limited!

After the pandemic, we do as much as we can as a family, and by this I also mean with our parents and siblings, and not just for childcare support!

We always try to get out and about on a weekend, keeping our eldest as busy as we can. As members at Harewood House, we find ourselves going there quite a bit.

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Get in touch

Drop by and we’ll pop the kettle on. Alternatively, send us a message and one of us will be in touch.