Marshall James & Co was founded in 1982 in the hey-day of Thatcherite Britain. The firm’s two founding partners had the surnames Marshall and James, so the name of the firm was something of a no-brainer.
The heady days of the 1980s passed and over the years the company’s team has grown to seven advisers in a general independent financial advisory practice, alongside a small mortgage department.
Supported by an able administrative team, the company has established a strong local reputation and occupies premises on the A34 in south Birmingham that were previously a branch of Barclays Bank. This has occasionally caused amusement when a customer has called in requesting a personal loan or to cash a cheque.
Brian Marshall’s tenure as president of the Pertemps Bees rugby club and valley boy Mike James’ passion for Welsh rugby – although he spends more time at the Ken-ilworth rugby club these days – together with the other consultants’ diverse connections provide the company with an interesting and varied range of clients, locally and across the country.
Looking ahead, the firm is investigating overseas property sales, equity release and final salary wind-ups as areas for development. It continues to build on solid and trusted foundations.