About us

Martin holds the prestigious title of Chartered Financial Planner, awarded by the Chartered Insurance Institute and is a Fellow of the Personal Finance Society.

With an interest in the modern pension market, he qualifies to be registered as a Retirement Planning Specialist with the Personal Finance Society

Formerly recognised as a Pensioneer Trustee with the Inland Revenue and now a registered Scheme Administrator with the HMRC he specialises in providing holistic retirement planning advice to individuals, Directors of small companies and the self employed.

As an Affiliate of Step he demonstrates a strong understanding of private client work.