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 has recently achieved Chartered Financial Planner Status, and is now working towards 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.

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  • Finance Matters December 2016

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