Martess Sherwood
DipFA MLFBF Adv DipFA Chartered ALFBF
As an experienced Financial Adviser, I advise in all areas of financial planning and hold an Advanced Diploma in Financial Planning, as well as membership of The London Foundation for Banking and Finance as an LFBF Chartered Associate.
I have a special interest in Intergenerational Planning Advice that helps families use their collective wealth to support each other during their lifetimes.
About
I have been working in Financial Planning for over 32 years and hold an Advanced Diploma in Financial Planning and Membership of The London Foundation for Banking and Finance as an LFBF Chartered Associate.
As an experienced Financial Adviser, I advise in all areas of financial planning with a special interest in Intergenerational Planning Advice that helps families use their collective wealth to support each other during their lifetimes.
I develop long-term relationships with my clients that are built on trust and respect. I get immense satisfaction helping them achieve their financial objectives, always focussing on them as individuals and providing personalised and tailored solutions. This is reflected in the number of new clients referred to me from my existing clientele.
Family life is very important to me and along with my love of cooking, I invariably have a house full of family and friends to entertain. I love taking our dog for daily walks in the beautiful coastal village where I live.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
