APFS, BSc(Hons)
Chartered Independent Financial Adviser
Petersfield
I’m Josh Marshall, a Chartered, fully independent financial adviser at Abacus Associates, based in Petersfield. Over the years, I’ve had the privilege of working with both individuals and businesses, providing professional advice that’s tailored to their unique needs and goals.
I’m passionate about building long-term relationships with my clients, focused on protecting your wealth and securing your financial health for the future. As an independent adviser, I’m able to offer advice without any bias, providing you with access to a wide range of financial products that are the best fit for your situation.
I specialise in areas like investment and wealth management, pension and retirement planning, personal and business protection, as well as lifetime and later life planning, including wills and power of attorney. At the heart of everything I do is a commitment to you—operating with the highest level of integrity and transparency.
I work to save you time by optimising your financial plans now, while also setting you up for the future. I enjoy simplifying complex financial topics and making them more understandable for my clients.
I’m here to provide personalised advice, not just for today, but for the long term. I’m committed to offering an ongoing service that supports you through the key milestones of life—whether that’s planning for retirement, protecting your family, or managing your business finances.
I’m based in Petersfield but work with clients across the South, including Winchester, Guildford, Portsmouth, and beyond. If you’re looking for a trusted adviser who will take the time to understand your goals, I’d love to have a chat and explore how I can help you on your financial journey.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Workplace Pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Contact Josh Marshall, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.