Martyn Cole - Restricted Whole of Market Adviser

Restricted Whole of Market Adviser for older people and their families

What does it do?

I am a Restricted Whole of Market Adviser to older people and their families.

I do this in whichever way suits my client - in their home or at my office

My particular specialisms are:

  • Paying for Care
  • Inheritance Tax Planning
  • Pensions
  • Savings and Investment
  • Financial Advice for Disabled Adults and Parents of Children with Disabilities
  • Injury Trust Investment

A bit more about me

Living and working in Taunton, I have over 20 years experience as a Financial Adviser, specialising in the Long Term Care sector.

I believe strongly in providing a very personal service and establishing long-term, trusted relationships. I place great importance on the merits of high quality, face-to-face advice with the best interests of the client always to the fore.

My clients benefit greatly from my association with St James's Place Wealth Management, a FTSE 100 Company with over £145 billion of client funds under management, as of June 2021.

The support and backing of such a prestigious company provides great reassurance to my clients and their loved ones alike.

I also work very closely with the Registered Care Providers Association (RCPA) who represent the Care Homes based across the whole of Somerset. Further details can be found on their website at www.rcpa.org.uk.

Please do contact me for a fee-free and no-obligation consultation, where I will always endeavour to explain matters in a straightforward style, removing some of the complexities associated with financial advice. I will analyse the current financial circumstances of those involved, and identify the most appropriate solution accordingly.

My practice 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 this may be found on the Group website at www.sjp.co.uk.

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of TA1 1RU.

How to access or apply for it:

Please phone or email me, as above.

Additional information:

My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.

Classification(s):

Info last updated:

01/11/2021
Provider
Cole Wealth Management ltd, 7 The Malthouse, Canon Street, Taunton, Somerset, TA1 1RU