Cheryl Marshall

Cheryl started her career at C.H.Jeffries (Pensions & Financial Planning) Ltd in 1997 as a trainee administrator/paraplanner in Cumbria where she was raised. After taking a year out to travel Asia and Australia Cheryl settled in the North East and worked for a firm of Independent Financial Planners in Jesmond where she advised clients, specialising predominately in Investments and Estate Planning. It was here that she completed her Diploma in Financial Services. Before joining Punter Southall in September 2015 she worked for Lloyds Wealth & International and latterly Lloyds Private Banking, specialising in both Corporate and Personal Financial Planning. Cheryl is currently working towards the Advanced Diploma in Financial Planning and hopes to achieve Chartered Status by December 2016, along with becoming a Fellow of the Personal Finance Society. Cheryl’s interests outside of work include spending time with her family and friends, going to the gym, camping, music and travel.

Linked In Icon

Want to find out more?

Get in touch and we can help to put you in touch with the Planner who is right for you. There are many ways you can contact us. Call or email for general enquiries, for something more specific use our enquiry form.

Call - 020 3327 5000

Email - enquiries@psfm.com

Have a specific enquiry? View office locations
LATEST INSIGHTS
  • Finance Matters December 2016

    This edition of Finance Matters looks at the volatility of the markets and what actions might be taken in this uncertain landscape; it analyses the impact of the Autumn Statement as the new Chancellor grapples with pre-Brexit; and it presents an illustration of broad forward thinking for financial planning. Finally, our year-end edition would not ...
  • Finance Matters June 2016

    The first half of this year seems to have raced by and it has certainly been a busy one for everyone at PSFM. In this latest edition of Finance Matters, we look back to the Budget as well as looking forward to the potential impact or fallout of the EU Referendum, now commonly referred to by ...
  • Finance Matters Budget Special 2016

    We’ve looked through all the news and headlines from this week’s Budget and as savings seem to be a core theme, we have asked the Head of our Technical Committee, Richard Meek, to comment and express his views on some of the initiatives that Mr Osborne has laid out. For a greater indepth view of our ...
  • Finance Matters December 2015

    Welcome to our latest edition of our Finance Matters. This time round we have a summary of the Autumn Statement from Richard Meek, planning for your retirement with Rob Mackenzie and Jerry Mcloughlin and how to top up your State Pension with David Shaw. For all the updates on what’s going on in the world of finance, ...
  • Finance Matters July 2015

    Welcome to our latest edition of Finance Matters. Lauded by some and derided by others, George Osborne’s first Conservative only budget has certainly created a few summer talking points. Whilst there is already a great deal of press coverage surrounding the budget, our contributors have considered the impact and potential benefits from a financial planning perspective ...