Biography / Experience
Martin specialises in providing personalised, holistic financial planning advice to individuals, families and small businesses. He has been a financial adviser for more than 30 years, successfully integrating his business into Eastcote Wealth’s predecessor in 2012.
Martin reviewed and restructured Mr & Mrs A’s family protection arrangements (life assurance, critical illness cover, income protection) and successfully increased the levels and quality of cover while reducing the overall cost to the client.
Mr C has recently retired. Martin guided Mr C through the wide range of retirement choices available to him and helped to structure Mr C’s retirement income. Martin will carry out regular reviews with Mr C to ensure that his chosen income strategy continues to meet his needs.
Mr & Mrs G have accumulated assets through savings, inheritance and retirement. Martin has structured their investments to provide regular income and access to capital. Martin provides a regular ongoing review service to help Mr & Mrs G to manage their financial plans through retirement.
Martin is married with one son and lives in Shirley. He is a long standing Governor of King Edward VI Camp Hill School for Boys in Birmingham and is an active rugby referee.
“We aim to provide high quality, long term financial planning advice; building long-term relationships with families and businesses.”