Martin Welsh

Nothing is more rewarding than helping clients achieve their financial goals. We believe in a unique experience for clients where we will meet in the most convenient way for you. Although the traditional way is to meet in person or over the phone, we can also offer an enhanced experience using our bespoke software. This facilitates secure online meetings, document sharing, digital signing, secure vault and much more. Most client journeys begin with a no-obligation discovery meeting where we learn about your individual circumstances, future plans and goals. We can then undertake all necessary research on your behalf which might be obtaining up-to-date valuations, tracking down lost policies and complete a full review on what you have and illustrate how we may add value to any existing plans. Further to this we would holistically review your current position and where you are heading to ensure we mitigate risks where possible and put plans in place to help meet your goals. Where required we can build a personal cashflow to model your retirement and factor in milestones and goals along with modelling scenarios around tax and estate planning. Building bespoke investment portfolios with asset allocation relevant to the current global market outlook with highly active funds with constant reviews is key to ensuring our clients funds are working as hard as possible. For business owners we can review employee benefits, general insurance and help with many areas of corporate financial planning. When it comes to building, growing and selling a business we can add value at all stages and as business owners ourselves we understand the required priorities. At Welsh & Taylor Wealth clients are at the centre of everything we do and we pride ourselves in excellent client service. Where you will receive a very personal service from myself and the team, ensuring the plans we put in place for you are reviewed frequently and we are very contactable when you need us. It's not often we meet a client we cannot help and too often our clients say they wished they met us earlier in their lives so I would encourage anyone reading this to get in touch and understand how we can help you ensure you achieve the things you and your family deserve in life. On a personal level I enjoy spending time with my Fiancée Lesley and spoilt black lab Hugo, a keen passion for supercars and try my best with golf. Welsh & Taylor Wealth is a trading name of WTW Ltd. 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 07/08/2024