Our Practice approach
Our clients receive a high level of personal service including regular market bulletins and ongoing detailed reviews. The team also work closely with other carefully selected professionals such as Solicitors, Accountants and Will writers.
Testimonials
Item 1 of 24
We have been working with Martyn for a number of years now. He has always provided excellent advice, which we trust implicitly. We have always felt reassured as clients. He has always been extremely supportive, offering pragmatic solutions. His flexible, helpful approach is fantastic and has contrib...
Tracy Medley, Bristol
Martyn has given sound financial advice for many years especially regarding my pensions which were accumulated into 'one pot' and the growth has been excellent. Service exceptional and always available to assist in how to invest. I highly recommend him to anyone.
Andrew Teal, Retired Engineer, Bridgwater
Martyn Cole has been our financial adviser and also looked after our pensions since 2013. His advice has always been excellent and delivered in a very professional but friendly manner which he continues to do. We would not hesitate to recommend him to anyone.
Brian and Kim Hall, Retired, Crewkerne
Martyn Cole has always provided me with clear and sound advice and has gone the extra mile when difficulties have arisen. He is someone in whom I have the utmost confidence and would have no hesitation in recommending him to anyone.
Brian Julyan, Retired, Torquay
Martyn has looked after our financial affairs for over 6 years. We have always found him to be professional, trustworthy and extremely knowledgeable. He is very approachable and has a full understanding of our circumstances, providing excellent advice in an understandable way. We communicate regular...
David and Jane Wardman, Retired, Yorkshire
Martyn has always put my ideas and interests first, giving me sound and professional advice on investments that will safeguard mine and my family’s financial future. Martyn is very trustworthy and treats you as a personal friend. His support and service has been exceptional and I would not hesitate ...
David Rutt, Sales Manager, Taunton
Very knowledgeable, clear, thoughtful. Talks professionally on a level that I understand. Highly recommended.
David Venn, Business Owner, Bridgwater
Having never met Martyn before his visit, he immediately gave a very professional impression. He was calm and reassuring and took his time to listen to my nervousness about moving my pension funds to another company. He explained the risks and costs as well as the benefits and clarified my concerns ...
Gary Holliday, Bridgwater
I just cannot rate Martyn highly enough. Testament to this are the 4 people I have referred to him who's funds are now under his management as well. He is quite simply the best in the area.
Gavin Brown, Chief Data Architect, Taunton
After many discussions and recommendations from my friends and colleagues I was advised to talk to Martyn Cole at St. James Place. This decision proved to be a game changer, as after several years of Martyn looking after my finances I completely trust ,and I am at ease, as my money is secure and ha...
Iain Hunter, Sales Manager, Swansea
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Martyn has been providing sound and honest advice to me for almost 30 years. From personal pension through to wealth management. His professional yet personal approach is second to none. His vast knowledge of the markets really does reassure me. I would not hesitate to recommend Mr Cole to anyone.
Jason Harvey, Wellington
Martyn has always been available for any queries and advice. He has ensured I am up to date with any and all necessary requirements for my business accounts. I would not hesitate in recommending Martyn to anyone.
Julian D Cole, Roofing Services
We were introduced to Martyn about 7 years ago and from the start realised that he knows his stuff, explaining what are, effectively, complex pension scenarios in brilliantly simple language and helping us fully understand the options available to us. There’s no doubt that he is a great advisor to ...
Mark Warr, Martock, Somerset
I have had the pleasure of using Martyn for my financial advice for several years. I have always found him to be reliable, honest, and trustworthy. I would and have recommend his services to others so they can benefit from his knowledge.
Max T, Director, Bristol
I approached St. James's Place for advice on how to best use some savings accumulated over a few years working offshore. Martyn Cole was the allotted representative and he has impressed from the first moment we met. He his personable, professional and has provided sound and pragmatic advice. He list...
Neil Clark, Logistics Manager, Dorchester, Dorset
Martyn Cole has been giving me brilliant trustworthy advise and guidance for several years. My interests have always been at the forefront of his exceptional service. I would have no hesitation in recommending Martyn’s sound and honest advice which has given peace of mind and confidence in my finan...
Nina, Retired, Bath
As a user of their professional services for some considerable time and indeed been a recommender of them, I find they give the highest possible service to their clients. I found previous Independent Financial Advisers to be somewhat lacking. That is not the case here, where the service provided is ...
Norman Snell, Accountant, Wellington
Martyn’s advice has been pivotal in helping me make informed decisions in planning for my financial future. It has been very reassuring over the past years to have had someone as knowledgeable on hand for advice. I thoroughly recommend having a chat with Martyn.
Paul Dolman, Salisbury
Martyn Cole has provided diligent financial advice and fantastic service since we began our association over 10 years ago. We are also extremely please with the performance of our investments during that time and the regular communication regarding these investments.
Martyn has always display...
Paul Gainard
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
When interest rates dropped, my wife and I were looking for some expert advice to maximise the returns on our cash reserves. Martyn Cole has provided the knowledge and support that we needed to ensure that our money is working for us. Martyn is knowledgeable, quick to respond if we have a question a...
Philip Godfrey, Retired, Dorset
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
I have always found Martyn very easy to deal with, he is professional and knowledgeable. Martyn has always responded quickly and provided me the information I need to make informed decisions. I would not hesitate to recommend Martyn and indeed have done so.
Private Client, Solicitor, Taunton
Martyn was introduced to me by a colleague and I cannot recommend him highly enough. I am very happy with the service provided and Martyn is always available on the end of a phone or email for advice.
Robyn Greenway, Legal Adviser
Martyn has made a huge difference to my direction, I have nothing but praise for his honesty, sound advice and exceptional support. I have no hesitation in recommending Martyn's services, he made the world of change to my life.
Sara Goodchild, Retired, Sherborne
We have been using Martyn’s expertise for over seven years. His service, enthusiasm and knowledge is always exemplary. Martyn explains in a friendly approachable manner and his certainly paramount in progressing our financial matters resulting with us feeling confident about our future years.
Sarah Blake, Trainer, Office Manager, Director and many more roles, Middlezoy
We have been working with Martyn for a number of years now. He has always provided excellent advice, which we trust implicitly. We have always felt reassured as clients. He has always been extremely supportive, offering pragmatic solutions. His flexible, helpful approach is fantastic and has contrib...
Tracy Medley, Bristol
Martyn has given sound financial advice for many years especially regarding my pensions which were accumulated into 'one pot' and the growth has been excellent. Service exceptional and always available to assist in how to invest. I highly recommend him to anyone.
Andrew Teal, Retired Engineer, Bridgwater
Martyn Cole has been our financial adviser and also looked after our pensions since 2013. His advice has always been excellent and delivered in a very professional but friendly manner which he continues to do. We would not hesitate to recommend him to anyone.
Brian and Kim Hall, Retired, Crewkerne
Martyn Cole has always provided me with clear and sound advice and has gone the extra mile when difficulties have arisen. He is someone in whom I have the utmost confidence and would have no hesitation in recommending him to anyone.
Brian Julyan, Retired, Torquay
Martyn has looked after our financial affairs for over 6 years. We have always found him to be professional, trustworthy and extremely knowledgeable. He is very approachable and has a full understanding of our circumstances, providing excellent advice in an understandable way. We communicate regular...
David and Jane Wardman, Retired, Yorkshire
Martyn has always put my ideas and interests first, giving me sound and professional advice on investments that will safeguard mine and my family’s financial future. Martyn is very trustworthy and treats you as a personal friend. His support and service has been exceptional and I would not hesitate ...
David Rutt, Sales Manager, Taunton
Very knowledgeable, clear, thoughtful. Talks professionally on a level that I understand. Highly recommended.
David Venn, Business Owner, Bridgwater
Having never met Martyn before his visit, he immediately gave a very professional impression. He was calm and reassuring and took his time to listen to my nervousness about moving my pension funds to another company. He explained the risks and costs as well as the benefits and clarified my concerns ...
Gary Holliday, Bridgwater
I just cannot rate Martyn highly enough. Testament to this are the 4 people I have referred to him who's funds are now under his management as well. He is quite simply the best in the area.
Gavin Brown, Chief Data Architect, Taunton
After many discussions and recommendations from my friends and colleagues I was advised to talk to Martyn Cole at St. James Place. This decision proved to be a game changer, as after several years of Martyn looking after my finances I completely trust ,and I am at ease, as my money is secure and ha...
Iain Hunter, Sales Manager, Swansea
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Martyn has been providing sound and honest advice to me for almost 30 years. From personal pension through to wealth management. His professional yet personal approach is second to none. His vast knowledge of the markets really does reassure me. I would not hesitate to recommend Mr Cole to anyone.
Jason Harvey, Wellington
Martyn has always been available for any queries and advice. He has ensured I am up to date with any and all necessary requirements for my business accounts. I would not hesitate in recommending Martyn to anyone.
Julian D Cole, Roofing Services
We were introduced to Martyn about 7 years ago and from the start realised that he knows his stuff, explaining what are, effectively, complex pension scenarios in brilliantly simple language and helping us fully understand the options available to us. There’s no doubt that he is a great advisor to ...
Mark Warr, Martock, Somerset
I have had the pleasure of using Martyn for my financial advice for several years. I have always found him to be reliable, honest, and trustworthy. I would and have recommend his services to others so they can benefit from his knowledge.
Max T, Director, Bristol
I approached St. James's Place for advice on how to best use some savings accumulated over a few years working offshore. Martyn Cole was the allotted representative and he has impressed from the first moment we met. He his personable, professional and has provided sound and pragmatic advice. He list...
Neil Clark, Logistics Manager, Dorchester, Dorset
Martyn Cole has been giving me brilliant trustworthy advise and guidance for several years. My interests have always been at the forefront of his exceptional service. I would have no hesitation in recommending Martyn’s sound and honest advice which has given peace of mind and confidence in my finan...
Nina, Retired, Bath
As a user of their professional services for some considerable time and indeed been a recommender of them, I find they give the highest possible service to their clients. I found previous Independent Financial Advisers to be somewhat lacking. That is not the case here, where the service provided is ...
Norman Snell, Accountant, Wellington
Martyn’s advice has been pivotal in helping me make informed decisions in planning for my financial future. It has been very reassuring over the past years to have had someone as knowledgeable on hand for advice. I thoroughly recommend having a chat with Martyn.
Paul Dolman, Salisbury
Martyn Cole has provided diligent financial advice and fantastic service since we began our association over 10 years ago. We are also extremely please with the performance of our investments during that time and the regular communication regarding these investments.
Martyn has always display...
Paul Gainard
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
When interest rates dropped, my wife and I were looking for some expert advice to maximise the returns on our cash reserves. Martyn Cole has provided the knowledge and support that we needed to ensure that our money is working for us. Martyn is knowledgeable, quick to respond if we have a question a...
Philip Godfrey, Retired, Dorset
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
I have always found Martyn very easy to deal with, he is professional and knowledgeable. Martyn has always responded quickly and provided me the information I need to make informed decisions. I would not hesitate to recommend Martyn and indeed have done so.
Private Client, Solicitor, Taunton
Martyn was introduced to me by a colleague and I cannot recommend him highly enough. I am very happy with the service provided and Martyn is always available on the end of a phone or email for advice.
Robyn Greenway, Legal Adviser
Martyn has made a huge difference to my direction, I have nothing but praise for his honesty, sound advice and exceptional support. I have no hesitation in recommending Martyn's services, he made the world of change to my life.
Sara Goodchild, Retired, Sherborne
We have been using Martyn’s expertise for over seven years. His service, enthusiasm and knowledge is always exemplary. Martyn explains in a friendly approachable manner and his certainly paramount in progressing our financial matters resulting with us feeling confident about our future years.
Sarah Blake, Trainer, Office Manager, Director and many more roles, Middlezoy
We have been working with Martyn for a number of years now. He has always provided excellent advice, which we trust implicitly. We have always felt reassured as clients. He has always been extremely supportive, offering pragmatic solutions. His flexible, helpful approach is fantastic and has contrib...
Tracy Medley, Bristol
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