Nik Marsh
Chartered Financial Planner & Managing Director @Ashlea Financial Planning Limited
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WORK HISTORY
Chartered Financial Planner & Managing Director @Ashlea Financial Planning Limited
Financial Planning | Financial Advisor | IFA | Cheltenham | Painswick | Cotswolds
EDUCATION
University of Essex
Bachelor's Degree, Accounting and Finance
SKILLS
ABOUT NIK MARSH
A highly motivated and passionate team-player who has been fortunate to have a varied and exciting career spanning over 28 years and across three continents.Currently providing a comprehensive Financial Planning service to families and individuals in the Cotswolds. Prior to this was employed in various client facilitation roles in the Equities Division at Goldman Sachs in New York, London and Hong Kong, with focus on managing the firms risk, whilst also providing outstanding client service. First role out of University was with Price Waterhouse qualifying as a Chartered Accountant.Has a hunger for learning and holds both the Chartered Financial Planner and Chartered Financial Analyst designations.Specialities: Financial Planning, Tax Strategy, Investment Risk Management, Organisational Risk Management, Implementing Technology Solutions, Managing Successful Teams, Internal Audit.Outside Interests Include: IronMan Triathlon, Welsh Rugby, Gloucester Rugby, Sailing, Cinema.
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