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.