Senior Partner Practice of St. James's Place Wealth Management
My name is Martin, I am a devoted husband and Dad to 2 girls and make a wicked paella.
I obtained the relevant Financial Planning Certificate qualifications and have worked as a paraplanner since 1997.
My role is to support our advisers to create unique solutions aiming to meet our clients' needs. I provide compliance support, analytical research, report writing and background technical support.
I enjoy looking after our dental clients who have very specific needs and requirements and hopefully you will get to experience our "research and summaries of your financial planning needs" which are simple and clear to understand in a world of complex financial jargon.
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.
Holleron Wealth Management is a trading name of PFPD Limited. PFPD Limited is registered in England and Wales, Number 7826849. Registered Office: Leopold Villa, 46 Leopold Street, Derby, DE1 2HF, England.