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

He specialises in providing holistic retirement planning advice to individuals, Directors of small companies and the self employed/freelancers.

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

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Regulatory

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit their website:  financial-ombudsman.org.uk.

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