Senior Partner Practice of St. James's Place Wealth Management
Simon Martin FPFS Cert CII (MP & ER) - Chartered Financial Planner
Simon is a Chartered Financial Planner and Fellow of the Personal Finance Society with over 13 years professional experience. Following graduation from university, Simon held a number of senior management and technical roles within Financial Services prior to joining Anderson Financial Management in 2017.
In Simonís last role, he worked as an Inheritance Tax, Trust and Estate Planning industry specialist, for a FTSE100 Wealth Management Company; providing training, running seminars and providing advice to other financial advisers. Consequently, Simon specialises in advice in the following areas:
Trust*, Estate and Inheritance Tax Planning.
Pension and Investment Planning for Individuals and Companies.
Financial Advice for Business Owners, including Corporate Investing, Profit Extraction, Protection and Company Investing.
Simon is married to Kelly, with three boys under 9 and a hamster, who keep them very busy. Alongside family life, Simon enjoys rugby and single malt whiskey, though not at the same time! Simon is also a trustee of a local church charity, within which he and the family are very involved.
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.
*Trusts are not regulated by the Financial Conduct Authority.
Contact Simon Martin FPFS Cert CII (MP & ER) - Chartered Financial Planner
The Partner Practice 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.
Anderson Financial Management Ltd is registered in England and Wales, Number 7990416. Registered Office: Saville Court, 10-11 Saville Place, Bristol, BS8 4EJ.