Martha Martindale
Financial Adviser & Director - Partner Practice of St James\'s Place Wealth Management @Pw & Partners Ltd
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WORK HISTORY
Financial Adviser & Director - Partner Practice of St James\'s Place Wealth Management @Pw & Partners Ltd
Edinburgh, GB
ExpertiseBy working with me I can help you achieve Financial Wellbeing, safeguarding your wealth for today and in the future. With you I’ll develop a tailored and strategic financial plan that aligns with your unique circumstances, aspirations, goals, and dreams.Long-term Care Planning: I’ll help you effectively prepare your financial wellbeing, ensuring peace of mind for any future long-term care requirements. As a member of the Edinburgh Care Forum, I work closely with families and their solicitors to assist those who may need this type of care.Retirement Planning: I’m here to guide you in how to achieve the retirement lifestyle you want, allowing you to plan so you are ready to embrace this new life chapter free from financial concerns. Savings & Investments: Let’s maximise your capital and help ensure it operates efficiently no matter the financial conditions, and work to reduce tax liabilities whenever possible. Protection: It’s difficult to plan for life’s curveballs but with the right protection I can help minimise the financial impact for you and your family should you need the support. Mortgage Advice: I provide a comprehensive, tailored mortgage advice service designed to help you secure the best possible interest rates for your mortgage borrowing.The value of an investment with St. James\'s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.Your home or other property may be repossessed if you do not keep up with repayments on your mortgage
EDUCATION
Forth Valley College
HNC, Human Resources Management
Edinburgh Napier University
Business Studies
SKILLS
ABOUT MARTHA MARTINDALE
Joint owner and Director of PW & Partners alongside Shonagh Livingstone, a highly successful, award-winning team of Financial Advisers based in Edinburgh, and recognised as one of Scotland’s premier Senior Partner Practices with St. James’s Place. Passionate to deliver exceptional strategic Financial Planning and help safeguard your wealth now and in the future. RoleIn addition to managing the business, I’m a highly sought-after Financial Adviser specialising in Long Term Care Planning*, Inheritance Tax Planning, Retirement Planning, Investment Planning. My expertise extends to Protection and Mortgage Advice. I’m currently working towards Chartered Financial Planner and I’m an Associate Member of the Society of Later Life Advisers (SOLLA).I also serve on the committee of the St James’s Place Foundation, a charitable organisation dedicated to positively impacting the lives of children and young people. As a leader of a growing team of diverse financial specialists, I work closely with colleagues to deliver exceptional client services and enjoy mentoring the next generation of professionals. In my role as Director, I actively collaborate with professionals from a range of industries and have worked with organisations, such as The Law Society of Scotland, to educate their members on Financial Planning Services as part of their CPD.AwardsI’m proud to be part of an all-female team who continue to excel and succeed. I was shortlisted for Woman of Distinction Award at the Scottish Mortgage Awards 2025. In 2024 PW & Partners won The Scottish Mortgage Awards 2024 BROKER OF THE YEAR (Regional Edinburgh) and shortlisted in 2025. If you\'re interested in enhancing your financial wellbeing or you\'d like to collaborate with me to support your team, get in touch!Your home or other property may be repossessed if you do not keep up with repayments on your mortgage.The value of an investment with St. James\'s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.*The services offered by Karehero are separate and distinct to those offered by St. James\'s Place.PW & Partners Ltd 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 SJP Approved 20/11/2025
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