He holds Chartered status and has specialist expertise in pension transfers, equity release and long term care planning. Throughout his career, Martin has advised clients across a wide range of financial planning needs, combining technical knowledge with a practical and personal approach.
Martin believes successful financial planning starts with understanding the client. He takes the time to learn as much as possible about each person’s circumstances, goals and aspirations before creating a tailored plan designed to help them achieve what matters most. He particularly enjoys working closely with clients over the long term and helping them stay on track towards their objectives.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate Trusts and taxation advice.