Senior Partner Practice of St. James's Place Wealth Management
Martin has worked in financial services for all his career, and again much of this was with Nat West and Coutts where he worked with Gemma and Hannah. However he accepted a position to join Queens Square Wealth Management at the end of 2018 and joins as a Paraplanner.
Martin is responsible for working alongside Gemma and her Advisers and deals with the processing of new business, sourcing information on clients exiting policies and providers, whilst liaising with St. James's Place compliance department to ensure the highest regulatory requirements are met and exceeded at all times
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.
Queens Square Wealth Management Ltd is registered in England and Wales, Number 7360700. Registered Office: 3 Kingsmead Terrace, Bath, BA1 1UX.