About the Business
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number.
Martin has been working in the financial services industry for 20 years. He specialises advising High Net Worth Individuals in a variety of areas such as investment advice, complex pension planning using SSAS and SIPP structures and Inheritance Tax Planning. In addition to achieving the Diploma in Financial Planning Martin holds the Pension Planning AF3 qualification required by pension specialists. He was also awarded Coventry and Warwickshire's Firstpro Financial Professional of the year 2014. Outside of work Martin is the Chairman of Nuneaton Round Table, he is also a keen golfer and enjoys travelling.
Location & Hours
Townsend Drive
