I'm Martin Baltazar and I too am now in my early 60s.
I understand the questions and challenges you are asking because I am asking them and facing them myself. This means I can see things from your point of view as a fellow traveller approaching what we hope will be some of the best years of our lives.
I am qualified with a financial services Diploma and authorised to give financial advice. I have 35 years of experience advising clients across a wide range of professions.
Looking back over the 35 years, and having an educated guess as to how many people I have seen each year, I must have advised over 7000 people.
Experience - 35+ years
Fully Qualified to advise.
Over £100 million invested on behalf of clients.
All advice is guaranteed.*
Partner Practice of St. James's Place Wealth Management a leading provider of financial advice in the UK.
What is my philosophy and what are my values as an adviser?
Long before I do business with you it's paramount that we like each other and get on. This may seem a rather old-fashioned view however, I feel it’s essential if we are to sustain a good relationship with each other, because in this profession, when we engage with you it’s a very long- term relationship with my longest standing clients now at 20 years or more.
Respect and reliability are also paramount. Whilst I am the wealth manager my clients and I are essentially a small team working together in your best interests and your objectives are paramount. Our overriding principle is to advise you, where possible, to have plans in place to provide you with sufficient wealth to tackle all the stages and potential surprises retirement brings you. As you will understand this is not always possible, especially at the beginning of our relationship, but it remains a goal throughout.
You can book a consultation with me at any time, just use the link below.
Are you running your own business or are you a business executive looking to retire?
REGISTER FOR OUR NEXT WEBINAR
Join us as we discuss the pitfalls of retirement and look at what strategies you can put in place to maximise your pension investment. We're running these webinars regularly and attendance is limited so that we can focus on your questions. Register now and we can send you links for our next available dates.
*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 at https://www.sjp.co.uk/products-and-services/products-and-services.