Martello

At Martello we place our clients at the heart of our business. We believe that the best way to give personal financial and investment planning advice is through our team of qualified, professional Financial Advisers. We understand that regular client contact and financial reviews are the key to successful financial planning. We will help you prioritise your financial objectives and select and implement your financial solution. Our on-going service will respond to change that impacts you and help your financial plan to deliver the outcome you expect. Our relationship-based advice service means that we are committed to helping you manage your wealth in a way which reflects your personal circumstances. We strongly believe that if we do this well, we will have a long-term relationship built on trust that will enable you to become an advocate of our business. We aim to deliver on our commitment to you by: •Providing personal face-to-face financial advice •Providing you with the opportunity to review your financial affairs regularly •Ensuring that our correspondence and literature is clear and easy to understand •Listening to your feedback •Ensuring that our dealings with you are sensitive to your needs We want your experience of Martello Wealth Management to be positive in every sense and for all of your dealings with us to meet your complete satisfaction. Contact Us Tel: 0208 042 2467 Email: lisa.wright@sjpp.co.uk 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.