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Cheryl Marshall

Photo of Cheryl Marshall

Senior Wealth Planner

Originally from Middlesbrough, Cheryl was raised in Keswick, Cumbria. She started her career in 1997 as a trainee administrator/paraplanner with a pensions and financial planning firm. 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 specialised in Investments and Estate Planning. It was here that she completed her Diploma in Financial Services. She moved on to the Wealth and Private divisions of a large UK bank, where she specialised in both corporate and personal financial planning. Cheryl achieved Chartered Financial Planner Status in 2017, and is now working towards becoming a Fellow of the Personal Finance Society. She joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth.

Location: Newcastle

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