What our clients say
I was recommended to Martin by a mutual friend about 20 years ago. I’m a retired stockbroker so I know a lot about investment but Martin has a broader knowledge which I find extremely valuable. If Martin doesn’t have the expertise, he is the first to admit it and can recommend people who provide a good service. He also works well with my accountant. The relationship with Martin is vital and we have become friends. You need implicit faith in a financial adviser as you are talking about extremely important and extremely personal things.
Martin has been absolutely wonderful. When my husband died unexpectedly, he held my hand throughout. It was so reassuring to have someone who was so kind and unthreatening helping me organise my finances. I’d never done anything like this before, I was a wife that didn’t have to manage money. Martin gave me the confidence, which I was sadly lacking and the sense not to be frightened. I don’t worry about a thing.
We’ve been with Martin for many years following him rather than the firm. We were very glad when he set up on his own. Everything he has done has been over and above what we could expect and the advice is always excellent and pragmatic. My wife first met Martin for commercial reasons when he visited the firm she worked at. She was so impressed with him that we looked him up. We now regard him as a personal friend.
We listen carefully to you until we understand your goals. With this understanding we then strive to improve your financial position.
We aim to create a long term relationship with you and continue to provide you with the very best advice on pensions, investments and financial planning to ensure you are maximising your tax efficient savings allowances.
We pride ourselves in researching and selecting the very best investment funds for your portfolio and ensuring your investments remain on track to achieve your goals.
We are passionate about helping you achieve and maintain your financial independence so you can retire when you choose without ever having to worry about running out of money.
Retirement and investment planning is our key focus as we help you to maintain your lifestyle into retirement and beyond.
We also ensure your investments are tax efficient and look at the whole picture as we address all of your financial needs, even those which you may not have considered.