Marten Wealth Management

: St. James's Place House 2610 The Quadrant, Aztec West, Almondsbury, Bristol, Gloucestershire, BS32 4AQ

: FCA Number: 779906

Website Image of Marten Wealth Management

Rooted in the heart of Bristol, Marten Wealth Management is a regulated financial firm (FCA registration number 779906) that serves clients throughout Gloucestershire. They provide a comprehensive range of financial services including life and investment management, pensions retirement advice, final salary pension transfers, and strategic financial planning. Located at the prestigious St. James's Place House in Aztec West, Almondsbury, their professional team provides tailored advice that aligns with each client's unique goals and aspirations. Known for their client-centric approach and wealth management expertise, Marten Wealth Management has become a trusted partner to individuals and families seeking secure financial futures.

Their team includes one financial adviser. Check FCA registration here.

Marten Wealth Management are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Marten Wealth Management from the Motorway

From the M5:
At Junction 16, take the A38 exit towards Thornbury/Filton.
Upon reaching the Almondsbury Roundabout, proceed to take the third exit onto Gloucester Road/A38.
At Aztec West, take the second exit onto Park Avenue.
Upon arriving at the roundabout, select the third exit and continue on Park Avenue.
At the successive roundabout, opt for the third exit and maintain your position on Park Avenue.
At the following roundabout, choose the second exit, continuing on Park Avenue.
Finally, at the concluding roundabout, take the first exit. Your destination will be on the right.

List of advisers under Marten Wealth Management:

Marten Wealth Management 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 http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.