Martyn Burgess

Martyn Burgess

Coast Financial Limited

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8940
Based in Plymouth
View location

Top Rated 2025
Verified since: January, 2025

5 out of 5

22 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 07 March 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

    Verified reviews: 100%

    Martyn has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    Qualifications not yet added

    Martyn has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Martyn has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 07 March 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

    Verified reviews: 100%

    Martyn has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    Qualifications not yet added

    Martyn has not yet added their qualifications to their profile

  • Transparent Fees

    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

Contact Martyn through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£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 Martyn's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

Reviews of Martyn

Are you a client of Martyn? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.

Adviser Disclaimer

We have clients all over the country who we deal with on a regular basis. Location is not an issue as we are usually able to make recommendations and discuss them before we meet