0330 038 8942
Based in Bishops-Stortford
View locationChecks carried out by VouchedFor
FCA Regulated
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 July 2025
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Martin has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martin has received 17 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: 28 July 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.
15
Qualifications Uploaded
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 qualification certificates 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 Regulated
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 July 2025
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Martin has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martin has received 17 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: 28 July 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.
15
Qualifications Uploaded
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 qualification certificates 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
I am a Chartered Independent Financial Planner and Fellow of the Chartered Insurance Institute (the highest accolade available to Financial Advisers/Planners). with over 15 years of experience in the Finance and Property industry. In addition to my core qualifications, I hold specialist certificates in Mortgage Advice, Securities Advice and Dealing, Equity Release, and Long-Term Care Planning. I also have a BSc (Hons) degree with a focus on Economics, Business, and Mathematics. My approach is centred around building long-term, trusted relationships. I take the time to truly understand each client's individual circumstances and goals before offering any recommendations. The initial meeting is entirely at my expense, giving you the opportunity to explore your financial options without any pressure or obligation. Following that, I provide a personalised presentation of my findings and proposed strategies. I don’t believe in selling products, everything I do is built around developing a comprehensive, tailored financial plan designed to meet your needs and give you clarity for the future. My key areas of advice include: Investments, pensions, protection (insurance), inheritance tax planning, legacy and estate protection. There’s no cost or commitment until we’ve sat down together and agreed on a way forward that works for you.
Offers available through VouchedFor
Contact Martin through VouchedFor and your initial 1 hour 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
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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