Martyn Davies

Martyn Davies

Mindful Financial Planning

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8942
Based in Droitwich
View location

Top Rated 2025
Verified since: November, 2023

5 out of 5

38 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 April 2025

    Martyn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Martyn's status

  • 3

    Recent Client Reviews

    Verified reviews: 100%

    Martyn has received 3 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 November 2024

    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.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Martyn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Martyn has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Martyn

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Martyn (based on 4 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 April 2025

    Martyn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Martyn's status

  • 3

    Recent Client Reviews

    Verified reviews: 100%

    Martyn has received 3 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 November 2024

    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.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Martyn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Martyn has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Martyn

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Martyn (based on 4 first impressions)

I have been involved in financial services since 2012. Starting my career as a mortgage broker before qualifying as an Independent Financial Adviser. We set up Mindful Financial Planning in November 2020. I am passionate about delivering independent advice to individuals, businesses and charities based on their financial objectives. We look to build long standing relationships with our clients to guide them through the highs and lows of life with their finances in mind. Away from the office, I am a keen cricketer and Chairman at Droitwich Spa Cricket Club. Also a keen supporter of Hereford FC and we support other local teams such as Droitwich Spa FC and Droitwich RFC.

Offers available through VouchedFor

Contact Martyn 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 Martyn's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Mortgage value

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Clients' level of financial expertise

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