After starting my career in consumer technology marketing, I joined St. James’s Place in 2007 and have spent nearly two decades advising clients through every stage of their financial journey. I specialise in helping individuals and families build long term financial security through clear, jargon free guidance and a genuinely personal, one to one approach. My advice is shaped by real world understanding, recognising both the practical and emotional sides of money, and a commitment to supporting clients with clarity, confidence, and continuity over the long term.
I offer guidance on:
· Preserving and building your wealth
· Helping you with retirement planning.
· Limiting your finances against risk.
· Reducing Inheritance Tax liabilities and estate planning.
931297Y United Kingdom [email protected] 51.51392, -0.1185 51.52843, -3.08505 51.46865, -2.54109 Martin Capel-Smith
BS5 7UQ
martincapelsmith
02080 505147
Bristol
https://www.innoviawm.co.uk/partner/martincapelsmith
Innovia Wealth Management
6903-3095
6903-3411
6903-4343
Innovia Wealth Management