Phil Marten
BA (Econ) ACII
Philip has been creating financial solutions for clients for over 20 years, since graduating from the University of Leicester with an Economics degree.
About
He began working in London for the top five accountancy firm BDO Stoy Hayward. He moved to Bath in 2006, and has since looked after Family and Corporate clients in the South West of England, London and further afield.
Philip is qualified as a Chartered Financial Planner and with additional qualifications in advanced pension planning, he specialises in Family Wealth and Corporate solutions. He brings this wealth of experience to his clients, ensuring that the families he advises have the best level of care.
Philip is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on personal development. This, along with the pride and dedication and developing solid personal relationships with his clients, ensures that we are able to offer a rounded, professional and principled service.
Fundamentally Philip sees his approach as one of problem-solving for the client - rather than product-selling. As a result, our clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of business, Philip is a keen distance runner and also a parent governor at his children's school. He also enjoys spending time with his wife and three children.
Charity is also important and is at the core ethos at Marten Wealth Management.
Testimonials
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.
