James Martin
BA (Hons) DipPFS
James joined Trowlock Wealth Management in 2017 as a Graduate from the University of Birmingham, where he studied Policy, Politics and Economics.
He has since completed his Diploma in Regulated Financial Planning and specialises on tax planning and wealth management advice, mainly to individuals and business owners. James continues to develop his expertise and is currently working towards becoming a Chartered Financial Planner. James is a personable individual who relishes client engagement and building professional relationships, putting a first-class service at the heart of what he does.
Testimonials
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.
