Martin Keyte Financial Planning

At Martin Keyte Financial Planning Ltd, we pride ourselves on building long-term relationships with our clients. As a boutique financial planning practice, we believe that every individual's circumstances are unique and varied. Therefore, we take the time to get to know our clients personally, understanding their financial goals and aspirations, and creating a bespoke financial plan tailored to their needs.

Our Services

We provide a wide range of services designed to help you achieve your financial objectives. Whether you are looking to build, grow, protect, or preserve your wealth, we can help. Our expertise encompasses:

• Financial planning: We will work with you to create a comprehensive financial plan, considering your personal and financial circumstances, to ensure you are making informed and intelligent decisions about your financial wealth.
• Investment management: We have access to a wide range of investment products and services, allowing us to build a diversified portfolio tailored to your risk tolerance and financial goals.
• Tax planning: We will help you navigate the complex world of tax planning, ensuring you minimize your tax liability and maximize your after-tax wealth.
• Estate planning: We will guide you in creating a plan for the transfer of your assets, ensuring the protection and preservation of your wealth for your loved ones.
• Retirement planning: We will help you create a plan for a secure and comfortable retirement, considering your income needs and aspirations.

About St. James's Place

St. James's Place (SJP) is one of the UK's largest financial advice companies, trusted by nearly 1,000,000 clients to look after over 168bn of their money. As a Partner Practice of St. James's Place, we have access to a wide range of products and services, including:

• Investment management: SJP recognizes that no single investment house has a monopoly on investment expertise. They carefully select a number of external managers to manage their range of funds.
• Support: We have access to a wide range of support through the St. James's Place group, including tax specialists, product experts, and dedicated third-party support teams.
• Scale: By investing through us with St. James's Place, your money is joining over 168bn of other clients' investments that SJP look after, giving them real power to use on your behalf.

Our Commitment

At Martin Keyte Financial Planning Ltd, we are committed to providing high-quality advice and exceptional service to our clients. We are dedicated to helping you achieve your financial goals and ensure that you receive comprehensive and appropriate advice at all times. We understand the importance of building long-term relationships and take the time to get to know our clients personally, working together to create a financial plan that is tailored to their unique needs and circumstances.