James Martin

About

I specialise in understanding clients beyond their financial assets, deep diving into their emotions, needs, and aspirations to align with their goals. I work with individuals in their 30s to those in retirement, often successful in their careers but facing financial inertia or uncertainty. Recognising that inaction poses a significant threat to financial plans, I prioritise comprehensive planning across various parts of life: Career, Home, Financial Security, Protection of Assets, Legacy Building, and Future Aspirations. My advice incorporates retirement planning, intergenerational wealth preservation, and tailored savings and investment strategies. Trowlock Wealth Management is an Associate Firm with the Chartered Insurance Institute and has been highly recommended by the renowned Spears 500. For more details, please visit our website at www.trowlockwm.co.uk. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. 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). The 'St. James's Place Partnership and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. 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). The 'St. James's Place Partnership and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP approved 25/10/2022 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. 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 15/05/2024