Martin Hodds - Wealth Management Consultant

I have worked in the financial services industry since my first job at Norwich Union in 1989. After a period with Yorkshire Bank, I was invited to join the Risk Management Team of St. James’s Place Wealth Management in 1999, where I worked until joining Sovereign Wealth Private Clients in 2017.

My many years with St. James’s Place Wealth Management have been focused primarily on ensuring all clients receive high quality advice and the excellent service one should expect from a FTSE 100 company. I am now using all this valuable experience to provide these levels of advice and service to both my corporate and private clients with bespoke, face-to-face advice which also has the backing of a FTSE 100 company through the St. James's Place Guarantee.

I am also a Chartered Financial Planner, having been successfully awarded this prestigious title in 2015 by the Chartered Insurance Institute (CII). Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

I personally work with clients in the following areas:

• Corporate and Personal Investment Planning
• Personal, Family and Business Protection
• Retirement Planning
• Estate Planning and Inheritance Tax Mitigation
• Taxation and Trusts*

* Please note that Trusts are not regulated by the Financial Conduct Authority

As well as my own experience and knowledge, I have excellent relationships with a number of specialists from my many years with St. James's Place Wealth Management, as well as a network of carefully selected industry experts and providers. I also work alongside clients’ own solicitors and/or accountants to ensure an appropriate solution for any situation is provided.

Financial planning can seem extremely complex at times, but my aim is to explain the necessary information to each client in a clear and concise manner to ensure that every aspect is understood. This, coupled with the desire to build and maintain ongoing relationships, reinforces my commitment to intergenerational financial planning for families and businesses.

As a new father for the first time in 2016, I have very recent experience of the challenges facing families and their financial security!