Ed Marshall
Chartered financial planner and independent adviser who joins the episode to provide regulated advice on stocks and shares ISAs, asset allocation, and investment selection.
Best podcasts with Ed Marshall
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Mar 20, 2025 • 1h 16min
Beat the urgent ISA deadline – top cash ISAs for savers, stocks & shares for investing
In this engaging discussion, Ed Marshall, a Chartered Financial Planner at Dean Wealth Management, shares his insights on stocks and shares ISAs. He and Martin dive into the critical deadline for ISAs, explaining the tax benefits and strategies for maximizing savings. They also discuss the complexities of backbilling in energy bills and consumer rights. From lightbulb moments in personal finance to tips on transitioning from child trust funds to junior ISAs, this conversation is packed with valuable advice for both savers and investors.
Mar 19, 2026 • 1h 4min
Isa Isa Baby! Everything you need to know before the end of the tax year
Ed Marshall, a chartered financial planner who advises on ISAs and investments, joins the chat. They cover ISA basics, allowances and transfer rules. Conversations include cash versus stocks ISAs, top cash rates, diversification and passive tracker funds. Practical tips on timing transfers, pound-cost averaging and platform costs are also discussed.
