Simon Martin
With over 35 years' experience in Financial Services, I am delighted to have merged my former Senior Partner Practice of St. James's Place into 4Life Wealth Management.
Having worked in Financial Services since 1988, I have built up a wealth of expertise and experience in all areas of financial planning to a broad spectrum of clients. I have helped hundreds of clients navigate the often-complex arena of financial planning and helped them achieve their goals. My career in financial services includes 25 years working for Lloyds Banking Group and 10 years running my own successful Senior Partner Practice of St. James's Place.
I take pride in giving face to face advice in a jargon free way that enables clients to make informed decisions. I believe that the success of financial planning is founded in face-to-face advice and regular client review meetings. I believe this is the cornerstone of good financial planning.
Outside of work, I am a keen golfer and like to watch football. I like spending quality time with my wife, three children and granddaughter, visiting our favourite holiday place, Portugal.
Testimonials
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.
