Welcome to Martello

We are lifestyle financial planners based in the City of London. Lifestyle financial planning means that we understand your lifestyle objectives and plan for these milestones while also ensuring that you are protected against the unforeseen ones.

We work through a step-by-step process ensuring your portfolio is well structured to help meet your goals. We then put in place a bespoke plan to help us make the most of your money going forward and review it regularly, tweaking where necessary as your priorities change throughout your lifetime. We are on a journey with you and our aim is to be your trusted partner, guiding you through the financial decisions you need to make to realise your desired lifestyle.

We work with a wide variety of clients and can help you at every stage of your financial journey.


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Becoming a Client

Find out more about how we can build trust and help to establish a long-term relationship with you.

Our approach is to be open in all of our dealings with our clients. Therefore, we will explain our charges, your statutory rights, any protections that apply and will also confirm all of their advice in writing.

SJP Approved 22/12/2023

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.