A multi-generational Caribbean family gathered on a sunlit veranda at golden hour
Bridgetown, Barbados · Insurance & Financial Planning Advisor

Protect What You've Built.
Prepare for What's Next.

Personalized insurance and financial planning guidance to help you protect what matters today and prepare confidently for tomorrow.

Personalized, one-to-one guidance
Protection tailored to your family
Clear plans, no jargon, no pressure
Leann Marshall, insurance and financial planning advisor in Barbados
Meet your advisor

Guidance built on trust, not transactions

I'm Leann Marshall, an insurance and financial planning advisor based in Bridgetown, Barbados. I work with individuals, families, and professionals who want to understand their options and make confident decisions about protecting their income, their health, and the people who depend on them.

My approach is simple: listen first, explain clearly, and recommend only what makes sense for your life — not a one-size catalogue of products. Every plan starts with a conversation about what you've built and what you want it to protect.

What we help with

Insurance & financial planning, explained simply

From protecting your income to planning for retirement, each area below is a conversation starter — not a sales pitch.

Life Insurance

Life insurance pays a chosen benefit to the people who depend on you when you pass away.

Critical Illness Protection

Critical illness cover pays a lump sum if you are diagnosed with a covered serious condition such as a heart attack, stroke, or certain cancers.

Health Insurance

Health insurance helps pay for private medical care — from specialist consultations and diagnostic tests to hospital stays and surgical procedures — so quality treatment is accessible when you need it.

Personal Accident & Income Protection

Personal accident cover provides lump-sum benefits for injuries resulting from an accident, while income protection pays a regular replacement income if an accident or illness prevents you from working.

Pension & Retirement Planning

Retirement planning is the process of building and structuring savings so they can provide dependable income after your working years — balancing growth, security, and the lifestyle you want.

Savings & Financial Planning

Financial planning turns your goals — an emergency fund, a child's education, a first home, a comfortable retirement — into a clear, realistic plan with milestones you can track.

Mortgage Protection

Mortgage protection is cover designed to help reduce or clear your outstanding mortgage balance if the unexpected happens, so your family can keep their home.

Explore allSee our services in detail
Why book a consultation

A clear picture of your protection, in one conversation

Most people carry gaps in their cover without realising it — a policy that no longer fits, an income that isn't protected, a retirement plan that hasn't been reviewed in years. A consultation gives you a grounded, judgement-free look at where you stand and what to consider next.

  • A private, no-obligation conversation about your goals
  • Plain-language explanations of each coverage area
  • A practical sense of your priorities and gaps
  • Next steps only if and when you're ready
A Caribbean couple reviewing a financial plan together by a window

Let's protect what matters most

Book a free consultation with Leann Marshall and take the first step toward a clearer, more confident financial future.