Marsali
Wallace

WHO I HELP

I work with a variety of clients, from individuals and families looking to manage their financial affairs, to those navigating the complexities of a financial settlement following medical negligence or catastrophic injury. Whether you’re looking for guidance on how to grow your wealth or manage a life-changing sum of money, my aim is to simplify the financial process, so you feel empowered and confident about your future.

HOW I HELP

I specialise in financial advice that helps clients plan for today and tomorrow. From cash flow modelling and financial planning to one-on-one financial coaching, I focus on ensuring my clients have the tools and understanding they need to make informed decisions.

“HELPING YOU FEEL IN CONTROL OF YOUR FINANCIAL FUTURE.”

Marsali Wallace is a Chartered Financial Planner based in our Charlotte Square office in Edinburgh. With 10 years of experience, in the financial services industry, she has a unique background in physics, learning and development, financial technology and cash flow planning.

Marsali’s approach is centred around helping her clients feel secure and in control of their financial future by simplifying their finances through computer modelling to help them visualise their lifetime spending. Her goal is to provide the reassurance to confidently pursue their goals, whether that’s building long-term wealth, planning for retirement or managing a financial settlement.

ADVICE YOU CAN TRUST

“I often work with clients who have received a payout for medical negligence or catastrophic injury—situations that involve significant sums of money and profound life changes. These clients are navigating an important transition and need guidance they can trust. My role is to provide the insight and support they need to manage and invest their settlement effectively.

Clients can expect informed discussions, in-depth analysis, and recommendations that are tailored to their unique situation. By focusing on what success looks like for you, I can help you feel empowered throughout the financial advice process.”

KNOWLEDGE IS POWER

“I believe in the power of education when it comes to financial planning. By coaching my clients, I help them align their spending with their values and long-term goals. The most rewarding part of my job is helping clients unlock the power of compound interest, making smart decisions today that will benefit them for years to come.

Cash flow modelling allows my clients to visualise their financial future with greater clarity. I believe in the seamless integration of technology and personal advice, using both to create a comprehensive view of each client’s financial path. The combination of education, technology, and strategy ensures that clients not only understand their current situation but also feel confident in their ability to achieve their future aspirations.”

NOTHING IS MORE IMPORTANT THAN OUR PEOPLE

“I’m passionate about learning and growing, both personally and professionally. My background in physics, specifically with a PhD in Physics Education Research, has given me the ability to approach problems with a research-oriented mindset, looking at every angle and finding the best solution for my clients. I believe in breaking down complex ideas into digestible pieces, so my clients always feel like they are in the driver’s seat when it comes to their financial future.

My clients appreciate my focus on making complex ideas simple. I translate technical jargon into easily understandable language, ensuring clients feel fully informed and comfortable with their financial decisions. The best feedback I’ve ever received is that my explanations made everything make sense, and that’s something I take great pride in—knowing my clients are 100% confident in their financial path.”