Simon Martin
DipPFS
I believe that financial planning is a very personal matter. No two people have identical circumstances, ambitions and needs. What’s more, your needs will change over time.
And just as every person’s financial situation is different, the financial plan I produce for you is also unique – individually tailored to suit your particular objectives.
About
I recognise that no one client’s objectives or circumstances are the same as another. Therefore all of my advice is face-to-face and focused on the personal needs of each individual client. This approach ensures the relationships we build are founded on trust. I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard.
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. I welcome any recommendations from my clients friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
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More about St. James's Place
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.
SJP Approved 20/12/2024
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.
