Toby Winyard

I am a financial adviser who came to use financial advice some 15 years ago. I got so inspired and interested in the role, I decided to become one myself. After my very first meeting with Martin, my adviser, I wished I had seen one 10 years earlier! I discovered I had a real love for the subject and so began my journey into the financial sector and my pledge to pass on financial advice to those that need it.  My role has the best job satisfaction going. I help people maximise their assets so they can fulfil their dreams and ambitions. I create a financial plan that’s regularly updated, so you can sleep a little easier, knowing that you are on target towards achieving your goals. I love what I do, helping families to support each other is such a rewarding experience. Speaking to a financial adviser 10 years ago changed the path of my life for the better and now it's my job to do the same for you. I have a strong, genuine passion to help everyone gain control of their financial situation and achieve their goals, whatever they may be. I have experience in helping High net worth individuals and those individuals looking to exit their business's tax efficiently.* *Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James's Place 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 07/03/2025