0121 659 8158
Based in Birmingham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Martin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Martin's status
Last checked: 12 June 2025
Martin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Martin's status
23
Recent Client Reviews
Martin has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martin has received 23 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Martin has provided information on their typical fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Martin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Martin's status
Last checked: 12 June 2025
Martin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Martin's status
23
Recent Client Reviews
Martin has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martin has received 23 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Martin has provided information on their typical fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
We help principal, associate and retired dentists to live the life they want without the fear of running out of money. This process is called Financial Planning. My clients typically decide to work with us because they want to: ~ have a financial plan for the next 20-30 years and review it regularly ~ have a fun, relaxed, re-assuring and jargon free meeting at least once a year with someone that's interested in them and understands their finances and future objectives ~ make the most of their money, and ensure it's invested appropriately and cost effectively ~ find out when they have enough (or make sure they still do) ~ calculate how much more they can spend / gift without affecting their future lifestyle ~ work out how much less tax they can pay without unduly upsetting HMRC ~ ensure their family is well looked after in the event of their premature death or ill health Life's not a dress rehearsal - you only get once chance! If you'd like to find out more - please get in touch. All you need to do is let us know when you'd be free to have an initial phone call, and we'll send you a link to answer a few questions online before we speak. At the end of a 20-30 minute call we'll agree whether we both want to take it further. If we do, then we'll book a face to face meeting which is done at our cost with no obligation at our offices in Edgbaston, Birmingham or at your home
Offers available through VouchedFor
Contact Martin through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Martin's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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