
My aim is to build long term lasting relationships with clients and to adapt to the ever changing world of financial services.
SRM Wealth Management was formed by myself, Steve Martin, a Partner Practice of St. James's Place.
I have worked in the financial services industry for 28 years and have a vast wealth of knowledge and experience to assist me in understanding the needs and goals of clients. My main specialities are Inheritance Planning, Pensions and investments for income or growth.
I am fully aware of the complications money can bring, and understand every situation is different. My flexibility when giving financial advice and adapting to clients aspirations has been demonstrated and proved.
Together with my experience and knowledge as well as my high service levels, I come highly recommended by professionals and clients.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, aiming for Chartered Status by 2021. This along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
Outside of my business, I am a keen golfer and follow most sports.
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.
We offer an excellent wealth management service which will help you achieve your goals
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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 17/02/2025
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.