An Associate Partner of St. James's Place Wealth Management

Joanne Martin

Joanne Martin

Every financial situation is unique, and deserves a unique approach which is why I offer personally tailored financial advice and solutions to individuals and businesses across a wide range of needs.

About

I have over 15 years' experience in Financial Services and hold a wide range of industry qualifications including the Diploma in Financial Planning.

Based in Northwood, I provide Wealth Management advice to clients both within the City, and more widely throughout the South East of England.

The first stage in the process is to conduct a no obligation, Confidential Financial Review. This builds up a comprehensive and detailed overview of your current and future financial circumstances.

The next step is to discuss and prioritise your goals, aspirations and needs in order to produce a Financial Plan personal to your particular circumstances now, and for the future.

Once your personal Financial Plan is implemented, it is closely monitored to ensure it continues to meet your needs in the most efficient and effective way.

Changes in your circumstances or in legislation and taxation, as well as the launch of new financial incentives and products, can all have an impact and regular reviews are an integral part of the ongoing process.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner 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.

Joanne Martin
Joanne Martin