William Martin

My clients are made up of Directors, Managing Directors & Partners from firms ranging from Accountancy, Law, Private Equity, Financial Institutions, Management Consultants and contractors in the IT industry. They do not have the time due to work and family commitments, nor the expertise, experience and resources to ensure that their financial wellbeing is being well looked after consistently year after year. I make sure my clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change. I build long term relationships with my clients ensuring that there personalised financial plan is aligned to there long term and short term goals and objectives. I am able to advise on a holistic range of services for my clients including: Pension planning - Pension reviews, contractor pensions, personal pensions Investment planning - ISA's, Unit trusts, Bond's Business & Personal protection - Life & Critical Illness insurance, Income Protection - Relevant Life, Shareholder protection Trusts* - Inheritance tax & Estate planning Southover Wealth is the trading name of Southover Wealth Ltd. *Trusts are not regulated by the Financial Conduct Authority. 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 10/07/2024