Financial Advisors in Marlborough

Our Marlborough office has been supporting clients across Wiltshire and the surrounding areas for more than 35 years, building long-standing relationships based on trust, personal service and professional expertise. Whether you are preparing for the next chapter of life, supporting those closest to you or thinking about the impact you would like to have on future generations, trusted financial advice can help turn uncertainty into confidence and aspirations into plans.

Having been part of the Marlborough community for more than three decades, we have had the privilege of building lasting relationships with local individuals, families and businesses. The town’s rich history, distinctive High Street and strong community spirit make it a special place to live and work, and those same values of trust, continuity and personal connection continue to shape our approach to financial planning today.

As part of Perspective Financial Group Limited, our Marlborough team combines deep local knowledge with access to the resources, specialist expertise and governance of a national financial planning business. This allows us to deliver personalised advice while drawing on broader professional support when required.

 “The most rewarding part of my role is getting to know clients over many years and helping them navigate different stages of life. Financial planning isn’t a one-off conversation, it’s an ongoing relationship built on trust, understanding and shared goals.”

Jim Knights, Financial Planner

The Marlborough office is led by Ross Perry APFS and Jim Knights DipPFS, both Office Principals with extensive experience helping individuals, families and business owners navigate important financial decisions. Ross is a Chartered Financial Planner with more than 25 years’ experience in financial services and has been part of Perspective Financial Group since 2010. Jim also brings decades of industry experience, helping clients develop long-term financial strategies and adapt their plans as their circumstances, priorities and aspirations evolve. Together, Ross and Jim have built trusted, long-standing relationships with clients across Wiltshire, supporting them through retirement, investment planning, wealth preservation and intergenerational financial planning.

The team also includes Stephen Sheppard FPFS, a Fellow of the Personal Finance Society, alongside Steven Leech DipPFS and Richard Sherwood DipFA, who each bring valuable experience and expertise across retirement planning, investments and wider financial planning needs. All advisors within the Marlborough office hold the CF8 qualification in long-term care planning, reflecting the team’s specialist knowledge in later-life financial planning and retirement-focused advice.

Supported by a wider team of advisors and client support specialists, the Marlborough office combines extensive industry experience, advanced professional qualifications and a relationship-led approach to help clients make informed financial decisions with confidence.

Financial planning built around clarity and long-term thinking

Effective financial planning is about bringing together the different aspects of your financial life and understanding how they work together to support your long-term goals. From pensions and investments to estate planning and protection, the Marlborough team helps create joined-up strategies designed around your individual circumstances.

With decades of combined experience and advanced professional qualifications, our advisors take the time to understand what matters most to you before making any recommendations. Advice is tailored to your needs, explained in straightforward language and supported by a clear rationale, helping you make decisions with confidence and clarity.

The process begins with a detailed conversation about your objectives, current arrangements and any concerns you may have. Where advice is appropriate, your advisor will explain the available options, recommendations and next steps clearly and transparently. Through ongoing reviews, your financial plan can adapt to changes in your circumstances, helping ensure it remains aligned with your priorities and long-term aspirations.

Clear, accountable advice

Choosing a financial advisor is an important decision. You can ask the team about an advisor’s qualifications, experience, areas of expertise, services and costs before deciding whether to proceed. Details of firms and individuals involved in regulated financial activities, including their permissions and regulatory status, can also be checked through the Financial Services Register.

Visit the Marlborough office

Located on a business park close to Marlborough town centre, the office offers on-site parking and dedicated meeting rooms for client appointments. With easy access to the M4 and nearby Swindon, meetings can take place in the office, at a client’s home, by telephone or via video call to suit individual preferences.

Beyond financial planning, the team is actively involved in the local community through volunteering, charitable initiatives and support for local organisations. These connections reflect the long-standing relationships the office has built across Marlborough and the wider Wiltshire area.

Whether you are planning for retirement, supporting your family or thinking about the future of your wealth, we would be delighted to welcome you for an initial conversation and discuss how we can help.