Martin joined Swann Financial in October 2023 bringing with him 18 years of experience gained in the financial services industry. He has worked within the Banking industry, helping clients create a financial plan and supporting them in making those plans a reality. Martin also worked as a Mortgage and Protection Adviser, where he enjoyed building long lasting relationships with his clients, helping them identify what they want to achieve and supporting the whole family in realising these aspirations.
Outside of work Martin likes spending time with his family and friends, he is an avid Liverpool fan and can usually be found at the weekend watching his team or any other form of sport for that matter. You can also find him enjoying a walk in the countryside or listening to live music.
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.