Martyn Sullivan

Martyn is a Chartered Financial Planner with 17 years of financial planning experience to draw upon. On aggregate, Martyn has advised on well over one hundred million pounds’ worth of financial transactions in the private client & corporate environment during his tenure within the profession. After enjoying a successful career with Barclays Wealth and HSBC Premier as a Private Client Wealth Adviser, Martyn was invited to join the St. James's Place Partnership in January 2012. Martyn enjoys advising a varied group of clients including many entrepreneurs, senior Directors, Law Partners, and accountancy professionals as well as professional deputies, attorneys and retirees requiring assistance on estate and trust* planning matters. His expertise covers the broad spectrum of financial planning and will help you and your business to: * Grow wealth, specifically through our distinctive approach to investment management * Preserve assets for long term financial security * Adequately protect for long-term financial security * Effectively manage capital and borrowings Martyn explains the ethos of Sullivan Wealth Management: “We have an obsessive focus on achieving long term positive client outcomes. It is our aim to take away the complexity of financial planning, to develop a clearly articulated and tailored plan for each and every client." Your home may be repossessed if you do not keep up repayments on your mortgage. 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. 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