Dwaine Martin

Dwaine Martin

Aegis Financial Planning Limited

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8941
Based in Bank
View location
Top Rated 2025
Verified since: January, 2021
4.8 out of 5

37 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 April 2025

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

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Dwaine has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 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.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

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

  • Transparent Fees

    Fees not yet added

    Dwaine has not yet added their fees to their profile

  • 7

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dwaine (based on 7 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 April 2025

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

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Dwaine has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 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.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

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

  • Transparent Fees

    Fees not yet added

    Dwaine has not yet added their fees to their profile

  • 7

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dwaine (based on 7 first impressions)

Welcome to DM Financial Planning, where our mission is to empower business owners and executives, helping you navigate complex financial challenges and turning your aspirations into actionable, personalized plans. Your financial future deserves more than vague goals—it demands a tailored strategy crafted by an expert. As a fully qualified Chartered Financial Planner, as well as a mortgage and equity release* adviser, I bring a wealth of experience and a deep understanding of the unique needs of business leaders and executives. Financial security and prosperity don’t happen by chance—they are the results of intentional, strategic planning. Whether you're looking to protect your family, optimize your wealth, or secure your business's future, we work collaboratively to ensure every aspect of your financial life is protected and aligned with your ambitions. Don’t leave your financial well-being—or the security of your loved ones—to chance. If you’re unsure about any aspect of your finances or would like a thorough, holistic review tailored to your circumstances, feel free to get in touch. Together, we can create a clear and confident plan for your success. Your home may be repossessed if you do not keep up repayments on your mortgage. *To understand the features and risks associated with such products, please ask for a personalised illustration. DM Financial Planning is a trading style of Aegis Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA No. 624298) Registered Office: Warnford Court, 29 Throgmorton Street, London, EC2N 2AT. Registered in England & Wales No 8946610.

£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 Dwaine's clients

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Clients' level of financial expertise

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Adviser Disclaimer

Dwaine Martin Financial Planning is a trading style of Aegis Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA No. 624298) Registered Office: Warnford Court, 29 Throgmorton Street, London, EC2N 2AT. Registered in England & Wales No 8946610.