Martyn Cole
DipPFS, Certs CII (MP & ER)
I’ve worked as a Wealth Management adviser for more than 25 years, and believe wholeheartedly in providing face-to-face bespoke personal financial advice.
Away from the office, I’m a keen golfer and like to keep fit and healthy, whilst also studying for my Private Pilot’s Licence.
About
Based primarily in Somerset and Devon, I work in collaboration with individuals and businesses to assist them in making better financial decisions, whilst providing bespoke advice in order to achieve all long-term financial goals and aspirations.
My primary focus has always been on building close-knit relationships, with emphasis on the attention to detail.
I am a fully qualified member of the Society of Later Life Advisers, and also licensed to provide Final Salary Pension advice.
In my spare time, I enjoy keeping fit and healthy and can often be found on the golf course, when time allows.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
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.
