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Marsali Wallace PhD, APFS

Chartered Financial Planner

Marsali has an Advanced Diploma in Financial Planning and over 8 years of experience in the Financial Services industry. She brings a unique background in Physics, Learning and Development, Financial Technology and Cash Flow Planning.

Marsali enjoys helping clients feel secure and in control of their financial future. Simplifying their finances through computer modelling to visualise their lifetime spending gives her clients the reassurance and confidence they need to pursue their goals.

“I’m passionate about financial education and empowering clients to make well-informed decisions about their financial future. ”

“I am very happy with the level of service from WealthFlow, providing peace of mind and reassurance as a result of regular communication. In particular, I appreciate the level of transparency and the holistic nature of the service, including financial guidance to my two sons.”

Matthew S, Edinburgh

“WealthFlow provides a superb personalised service. Their comprehensive knowledge and expertise is coupled with a genuine interest in our family resulting in a well-rounded financial management solution.”

Danielle E, Gloucestershire

“WealthFlow understands every stage that has faced us through our journey. Their guidance and focus reminds us of what my son’s settlement monies are for, to ensure the required level of care and support is maintained throughout his life.”

Sharon M, Glasgow

“Working together with WealthFlow has made a massive difference to our client. It has been a real success.”

Nicola Smith, Solicitor, Cairn Trust Management

“Having been with WealthFlow for a number of years now, the WealthFlow team have been great throughout. Whether it be a simple query or larger decisions they have been there every step of the way.”

Ross P, London

“Having been introduced by our solicitor, from the outset we found WealthFlow so easy to deal with, an invaluable service, explaining everything in layman’s terms and providing our family with much needed peace of mind. We knew right away WealthFlow was the right fit for us.”

Tracy S, Inverness

“It is incredibly important to me that our clients receive expert financial advice, tailored to their individual needs. It is for that reason our relationship with WealthFlow is so valuable”

Liesa Spiller, Solicitor, Drummond Miller LLP

“WealthFlow has looked after my finances with enormous skill throughout a difficult time for me when my husband died. Highly personalised service has enabled me to feel in control of my financial position, and an invaluable source of advice when I have been faced with taking major financial decisions.”

Fiona J, Edinburgh

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