Martyn Burgess
Coast Financial Limited
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8940
Based in Plymouth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2025
5 out of 5
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FCA Regulated
Martyn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Martyn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Martyn has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martyn has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 29 January 2025
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.
Qualifications Uploaded
Martyn has not yet added their qualifications to their profile
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Martyn has not yet added their qualifications to their profile
Transparent Fees
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Martyn has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Martyn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Martyn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Martyn has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martyn has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 29 January 2025
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.
Qualifications Uploaded
Martyn has not yet added their qualifications to their profile
Qualifications not yet added
Martyn has not yet added their qualifications to their profile
Transparent Fees
Martyn has not yet added their fees to their profile
Fees not yet added
Martyn has not yet added their fees to their profile
I have been a financial adviser since 1999 having previous worked in the marine industry. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning, as well as later life planning such as long term care and Equity Release. i also advise on more complexed funding requirements such as self-build and development finance. My spare time tends to revolve around my family. I recognise how fortunate I am and try to give something back to the community, currently my friends and I are supporting several charities which are dear to our hearts such as Barnardo's, Cancer Research and Oxfam.
Offers available through VouchedFor
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£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).
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