Martyn Sullivan
APFS
Martyn is the Principal of Sullivan & Co. Financial Planning and supports clients to achieve a variety of financial planning goals.
About
Martyn is a Chartered Financial Planner, a graduate from the University of Exeter, and is a Qualified member of the Society of Later Life Advisers. 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 as the Estate Planning Specialist 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 the St. James's Place 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 & Co. Financial Planning,
“We have an obsessive focus on achieving long term positive client outcomes that in turn helps our clients achieve financial freedom and emotional well-being.”
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*Trusts are not regulated by the Financial Conduct Authority
Testimonials
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.
