Chartered Wealth Manager
Martin became an Independent Financial Adviser in 1992 working for C E Heath. He set up his own practice as a Financial Planner in 1998 and continued to run this firm until 2016 when it was merged with Evans Hart.
He describes himself as a Lifestyle Financial Planner, which is a kind of ‘life coach’ who specialises in money, or a guide who helps people think hard about what they want to do with their lives and then comes up with a financial strategy that will help achieve it.
‘My aim is to help you make some smart, well-informed decisions about your personal finances, investments and retirement plans so that you can find more time to do what’s important to you’.
Over the years, Martin has demonstrated a consistent ability to protect and grow the hard-earned assets of his clients, many of whom have experienced major life changes including retirement, divorce or the loss of a spouse. He has also helped them to save hundreds of thousands of pounds in tax.
Martin is both a Certified Financial Planner and Chartered Wealth Manager and is the author of the Amazon top rated financial planning book “One Day is Now”.