About Our Practice
Dedicated financial guidance rooted in Liverpool's business community
Our Story
Founded in 2015, marsh-jay emerged from a simple observation: many Liverpool businesses and individuals struggled to find accessible, straightforward financial guidance that respected their intelligence without drowning them in jargon.
Our founding partners, each with over fifteen years of experience in financial services, established this practice with a commitment to clarity, integrity, and results-focused advice. We believe that sound financial management should be available to everyone, not just those with substantial existing wealth.
What Guides Us
Transparency
We explain our recommendations in plain language and ensure you understand every aspect of your financial plan before implementation.
Independence
Our advice is based solely on your best interests. We maintain independence from product providers to ensure unbiased recommendations.
Accountability
We measure our success by your outcomes. Regular reviews and honest assessments keep us aligned with your evolving needs.
Accessibility
Financial guidance should not be intimidating. We create a welcoming environment where questions are encouraged and respected.
Our Approach
Every engagement begins with listening. Before we suggest any strategy or solution, we invest time understanding your current situation, your concerns, and your aspirations. This foundation ensures that our recommendations are genuinely relevant to your circumstances.
We then conduct a thorough analysis of your financial position, identifying both strengths to leverage and vulnerabilities to address. Only after this comprehensive assessment do we present options, always explaining the rationale behind each recommendation.
Implementation is collaborative. We guide you through each step while ensuring you maintain complete control over your financial decisions. Our ongoing support means you are never left wondering what comes next.
Our Team
Experienced professionals committed to your financial wellbeing
Richard Thornton
Senior Partner
With over twenty years in financial services, Richard specialises in business finance strategy and investment planning for growth-focused enterprises.
Catherine Hughes
Partner
Catherine brings extensive expertise in personal financial planning, with particular focus on retirement strategies and wealth preservation.
Marcus Webb
Associate Advisor
Marcus focuses on cash flow optimisation and debt management, helping clients build stable financial foundations for future growth.
Rooted in Liverpool
Our connection to Liverpool goes beyond geography. We understand the unique economic landscape of the region, from the challenges facing small businesses in the city centre to the opportunities emerging in the expanding technology and creative sectors.
This local knowledge allows us to provide contextually relevant advice that accounts for regional market conditions, local business networks, and community resources that might benefit your financial strategy.
Begin Your Journey
Discover how our approach can help you achieve your financial objectives.
Schedule a Consultation