Martin is a Financial Planner, creating tailored wealth managements solutions for our clients and handling client queries. Martin has worked in the industry for over 13 years in a variety of client facing roles.

• BA (Hons) Economics
• Fellow of the Chartered Insurance Institute
• Certificate in Long Term Care Insurance

• The Chartered Institute for Securities and Investment (CISI)
• The Chartered Insurance Institute (CII)

I enjoy the variety of tasks that I am involved with each day and the process of creating a long-term plan for clients – seeing the impact this has on our clients’ lives brings me a great deal of satisfaction.

I am passionate about helping people, be that in my professional or personal life.

I like the camaraderie between the team and that everyone will go out of their way to help. I also enjoy helping to cut through financial jargon to explain solutions to clients clearly.

I enjoy anything sport related, either watching or playing – this helps me keep up with my young son!