About the advisor

Leann Marshall

Insurance & Financial Planning Advisor, Bridgetown, Barbados

I help individuals, families, and working professionals across Barbados make informed decisions about protecting their income, their health, and the people who depend on them. My work is built on a simple belief: trustworthy guidance should be approachable, clear, and centred entirely on you.

Leann Marshall, insurance and financial planning advisor in Barbados
My approach

Knowledgeable. Approachable. Trustworthy.

Insurance and financial planning can feel overwhelming, filled with unfamiliar terms and high-stakes decisions. My role is to translate that complexity into clear, practical steps — so you leave every conversation more confident than you arrived. I take the time to understand your full picture before recommending anything, and I stay available long after a policy is in place.

Personalized service

Every recommendation starts with your circumstances — your family, your income, your goals. No templates, no pressure.

Client education first

I believe informed clients make the best decisions. You'll understand what you're buying and why before you commit to anything.

Long-term thinking

Financial security is built over years, not minutes. I help you plan for the decades ahead, not just the next renewal.

Built for families

From young professionals to multi-generational households, the guidance adapts to where you are in life.

A couple reviewing their financial plan together
Who I work with

Individuals, families & professionals

Whether you're just starting out, raising a family, or planning the next chapter, the right protection looks different at every stage of life. I tailor guidance to where you are — and where you're headed.

  • Young professionals

    Building the foundations — income protection, early savings, and cover that grows with you.

  • Families

    Protecting the people who depend on you, from life insurance to education planning.

  • Pre-retirees

    Reviewing pensions and retirement plans to make sure the next stage is secure.

Let's start with a conversation

No obligation, no pressure — just a clear discussion about your goals and the protection that fits your life.