Martin Heslop

With over 20 years experience in the Financial Advice industry, I have a wide range of knowledge and skills to help my clients achieve their financial goals. I help Individuals, Business Owners & Trustees with all aspects of their financial lives - from protecting their families and businesses from the worst eventualities, to saving for important milestones and family needs to pension planning and ensuring your retirement is an enjoyable, planned happy time allowing you to do the things you want to do in retirement, and on to leaving a legacy for your family. I have clients throughout the UK, in a wide range of industries and a wide range of ages and circumstances – this gives me a broad range of experience and knowledge in financial planning and strategies that can be used to benefit all clients. I provide individual, bespoke advice to each client, based on their circumstances and using the knowledge and experience I have gained from helping many others in similar circumstances – but tailored to each individual clients unique circumstances. I pride myself on being able to explain what can sometimes be complex financial issues in simple, clear language so my clients fully understand their current circumstances and their options for getting where they want to go. A bugbear of mine is advisers using financial jargon to try and appear knowledgeable, only to confuse the client further. My aim is to make my clients feel, and be, in control of their financial future. I am qualified to CII Level 4 Diploma, and am currently underway to become Chartered – the gold standard of financial advice. This ensures my technical knowledge is always up to date so that I can always provide best advice. Aswell as being an Adviser I have also previously worked as IFA Consultant with one of the UK’s largest Financial Services firms. This involved working closely with Financial Advisers throughout the UK as a consultant, helping them with everything from solutions to their clients needs to growing their business. This has provided me with a broad knowledge of the Advice world, how many different advisers advise their clients, and which solutions work. I became owner and Director of Sutherland Mayfair Wealth Management in September 2020 when the founding Adviser retired. This gives my clients the benefit of having an adviser with almost two decades of experience to call on, while also knowing that I will be around long enough to help guide the majority of clients safely through their working lives and into retirement – forming a long term relationship and deep understanding of them and their needs. Outside of work, my free time usually revolves around family, fitness (gym, running, hiking) sports (mostly watching these days) and music – I can play the guitar well and the piano badly! 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 xx/xx/xxxx