Partner Practice of St. James's Place Wealth Management
I am Managing Director of IQ & CO Limited and Mortgage IQ.
I am a corporate and personal financial planner providing financial advice to both individuals and companies. This includes providing advice and guidance to companies on Business Wills, shareholder protection, key man insurance and the legal agreements required to sit alongside these types of arrangements*.
I specialise in high net worth wealth management on behalf of my clients and provide advice on mortgages, protection, pensions, investments and inheritance tax planning. I have nearly 20 years experience in the industry and enjoy working and helping clients achieve their financial goals by providing personal face to face advice.
I am currently studying for chartered status.
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.
*This area of advice may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
Contact Tanya Martin DipFA & CeMAP - Managing Director
Tel: 028 9042 8000
Mobile: 079 7954 4988
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
IQ&Co Limited is registered in England and Wales, Number NI645266. Registered Office: 1st Floor, 45 High Street, Holywood, Northern Ireland, BT18 9AB.