I am the Principal of a Senior Partner Practice of St. James's Place Wealth Management, with more than 20 years of experience in the wealth management industry. I have the expertise and experience, and pride myself in providing an invaluable service to my clients.
I am committed to building long term, high trust relationships and my clients feel that the advice I give is of the highest standard. Not only do I meet my clients regularly, they are also invited to my client days where they find out more about what is happening in the world of wealth management. With an ever changing environment and changing client circumstances, I feel that is essential to write bespoke financial plans for clients so that they can achieve their goals, and more importantly, to review these plans regularly to ensure they remain current and accurate.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time and ensuring the best possible outcome.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received. Read more about what my clients have to say.
Successful investment is critical to any wealth management service. Central to the service I provide is the St. James's Place Approach to Investment Management. They do not invest our clients’ money in funds over which they have no control, instead they bring high quality ‘external’ fund managers in to manage clients funds – this brings the advantage that they can replace a fund manager at any time, and at short notice, if they feel that it is in our clients best interests to do so. St. James's Place is one of the UK’s leading WealthManagement groups having received numerous awards.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Martin’s advice and guidance have helped us to build up a solid financial portfolio. He explained the inheritance tax maze in easy to understand language, putting our minds at ease on several points. Martin has a very pleasant personality and communicates well with his clients.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.