Martin O'Leary
Chartered Financial Planner, APFS
My core value is to ensure that I maintain long and trusting relations through honesty, simplicity and the continual drive for wealth creation, preservation and protection.
About
My experience and knowledge in these areas enables me to help my clients to achieve their financial goals. I strongly believe in building long term relationships based on quality, integrity and excellence to provide financial peace of mind to both private and business clients.
I live in Bury St Edmunds with my wife Anne and three children.
The core values of my Practice are to provide totally personal and confidential financial advice, enable clients to manage their finances more effectively, deliver bespoke solutions founded on tax efficiency, act professionally with integrity and honesty, ensure that the clients’ interests come first at all times, return all client phone calls within 24 hours, provide clients with full annual financial reviews and deliver a friendly, courteous and distinctive service to clients.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 27/05/2022
The Partner 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.
