Keith Marwick

With over 30 years experience as a Financial Adviser, Keith Marwick has the knowledge and experience that you need to be confident that your Financial Planning is in safe hands.

About

Keith’s expertise covers the broad spectrum of financial planning and will help you and your family to:

  • Grow wealth, specifically through the St. James's Place distinctive approach to investment management;
  • Preserve assets for long-term financial security;
  • Adequately protect assets from potential threats;
  • Effectively manage capital and borrowings.

At the heart of the service offered by Marwick & Co Financial Consultants, is the belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well being. As such he regularly publishes a range of newsletters exclusively for his clients, including WeekWatch which is a bulletin Emailed on a Monday, providing you with a weekly round-up of key events in global markets and economies, as well as the latest personal finance news. He also provides a quarterly magazine, The Investor.

Keith recognised that he could provide clients with a better service and the best possible advice by becoming a Partner Practice of St. James's Place Wealth Management. Now, he focuses on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that he offers.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.