Business Details
27 Years
experience
Trusted Financial Advisers in Leigh
Marquee Wealth Management was founded in 1999 by Martin Kiernan, a financial services professional with over three decades of industry experience. Our firm specialises in delivering tailored financial planning solutions, including investments, pensions, mortgage advice, and protection services. We prioritise client relationships, offering jargon-free guidance to help individuals and businesses achieve long-term financial goals. Regulated by the Financial Conduct Authority, we maintain rigorous compliance standards while focusing on transparency and client education.Our team combines technical expertise with a commitment to simplifying complex financial concepts, ensuring clients receive actionable, personalised advice. With a heritage rooted in independent financial advisory services, we continue to build trust through consistent, ethical practices and a client-centric approach to wealth management.
Services
Financial Planning
Mortgage Advice
Investment Management
Life Insurance
Tax Planning
Commercial Mortgages
Pension Solutions
Protection Insurance
Will Writing
Debt Advisory
Details
- Year established: 1999
Highlights and features
- Established in 1999 with 25+ years of financial services expertise
- FCA-authorised advisors delivering fully regulated services
- Transparent fee structures with client-selected payment options
- Specialist mortgage brokerage with access to exclusive deals
- Commitment to jargon-free, client-centred financial education
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our financial planning service creates customised strategies for wealth growth and preservation. We analyse your current financial position, future goals, and risk tolerance to develop comprehensive plans covering investments, pensions, and tax efficiency. With regular reviews and market updates, we ensure your financial roadmap remains aligned with life changes and economic conditions. Our FCA-regulated advisors prioritise long-term client relationships through transparent, jargon-free guidance.
Mortgage Advice
As independent mortgage brokers, we offer access to thousands of products including exclusive deals. Our advisors assess your financial situation to recommend suitable residential or buy-to-let mortgages. We explain different options like fixed-rate, tracker, and capped mortgages while maintaining full transparency about fees. With no product provider ties, our recommendations focus solely on your long-term affordability and financial objectives.
Life Insurance
We provide comprehensive life assurance and protection solutions to safeguard your family's financial future. Our services include critical illness cover, income protection, and mortgage payment insurance. Advisors help structure policies that complement your overall financial plan while ensuring adequate coverage for dependants. We work with specialist partners to source competitive building and contents insurance options as part of holistic risk management.
Tax Planning
Our tax planning service identifies legitimate opportunities to minimise tax liabilities across income, capital gains, and inheritance. We help clients utilise available allowances and tax-efficient savings vehicles while maintaining compliance with HMRC regulations. The service integrates with investment strategies to create tax-optimised wealth management solutions tailored to individual circumstances and financial goals.
Commercial Mortgages
We specialise in commercial mortgage solutions for business premises acquisition or expansion. Our service covers purchase financing, remortgaging, and investment property loans. While these products aren't FCA-regulated, we maintain the same rigorous assessment process to ensure affordability and long-term viability. We help businesses structure financing that supports growth while balancing repayment obligations with operational cashflow needs.
People
Martin Kiernan
Principal
Martin founded Marquee Wealth Management in 1999 after eight years at major financial institutions like Swiss Life and Royal & Sun Alliance. He specialises in removing industry jargon to deliver clear, actionable financial advice. With over 30 years' experience, he focuses on building long-term client relationships through transparent, ethical practices and comprehensive financial solutions.
Questions
What financial services do you specialise in?
We specialise in mortgage advice, investment planning, pension solutions, life insurance, tax planning, and commercial mortgages. Our FCA-regulated advisors provide jargon-free guidance across all personal and business financial planning areas.
How are your mortgage services charged?
Choose between a £300-400 administration fee with lender commission, or pay 2% with no lender commission. We clearly explain all costs during initial consultations to ensure complete transparency about our fees.
Are you regulated by the Financial Conduct Authority?
Yes, Marquee Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA) for financial advisory services, ensuring we meet strict compliance and ethical standards.
Do you offer commercial mortgage solutions?
Yes, we provide commercial mortgage advice for business premises purchases or expansions. While these products aren't FCA-regulated, we maintain rigorous assessment processes to ensure appropriate financing solutions for business clients.
How do you ensure advice remains up-to-date?
We conduct regular reviews of financial plans and investment portfolios to ensure alignment with changing personal circumstances, market conditions, and evolving tax regulations, maintaining the relevance of our recommendations.
What areas do you cover?
Based in Leigh, we serve clients across Greater Manchester and the North West. Our services extend nationwide through remote consultations via phone and secure digital communication channels.
