Jo Martin Email & Phone Number

I offer highly personalised face to face, or virtual, no-obligation consultations and advice in all aspects of Financial Planning. This includes advice on retirement and pension planning - including review of existing pension plans, Investment Planning and protection for your estate and family (including personal protection and inheritance tax planning).One of the most popular areas of my work is advising on pensions - an area of concern for many and where robust advice is crucial to ensure the best possible outcome. Regularly reviewing your pensions is essential to ensuring a comfortable retirement at the right time for your needs. An area of particular interest to me is advising women on the financial aspects of divorce and safeguarding their financial security. The majority of my clients are through private referral and building long term relationships of trust is hugely important to me as good financial planning lasts a lifetime - or beyond - and I work with my clients, and their families, for many years. Please get in touch for a no-obligation financial review and to explore your needs and objectives. St. James's Place Wealth Management is one of the UK’s leading wealth management organisations.www.joannemartin.co.ukDiploma in Regulated Financial Planing.The value of your investments can go down as well as up. You could get back less than you invested.The Partner 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).The 'St. James's Place Partnership' and the title 'Partner' are marketing terms used to describe St. James's Place representatives.SJP Approved 21/8/2023

Listed skills include Teaching, Research, Team Leadership, Investments, and 19 others.