Martin Oleary
Partner @Spillane & Co. Wealth Management
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WORK HISTORY
Partner @Spillane & Co. Wealth Management
I offer a holistic Financial planning & Wealth Management service to a small personal client bank. I help my clients to achieve their financial aims and dreams. We achieve this by meeting on a regular basis to review progress and to take into account any changes in circumstance.The company\'s success has grown through its ethos of offering quality, face-to-face wealth management advice and a commitment to building trusted and enduring relationships with its clients. The St. James\'s Place proposition is further enhanced by its distinctive approach to investment management.The value of your investment can go down as well as up. You could get back less than you invested.
SKILLS
ABOUT MARTIN OLEARY
I am proud to be a Chartered Financial Planner and fully qualified banker. I run my own business as an Associate Partner of St. James\'s Place Wealth Management having previously worked for many years with the Royal Bank of Scotland Group.I have worked in financial services for over 30 years and provide broad based advice mainly to directors, business owners, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including retirement planning, wealth protection and investment planning. More details are available on my website at As an Associate Partner of St. James\'s Place Wealth Management based in Bury St Edmunds, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.Specialties include: Investment Planning, Wealth Management, Relationship Management and Financial Advice.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). The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives.SJP Approved 14/01/2026
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