0330 038 8941
Based in Pontyclun
View locationChecks carried out by VouchedFor
FCA Regulated
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 2025
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Martin has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martin has received 11 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: 03 April 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.
1
Qualifications Uploaded
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Martin has provided information on their typical fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
35
Positive First Impressions
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Martin (based on 35 first impressions)
91% of users who are not yet clients had a positive first experience with Martin
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Martin (based on 35 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 2025
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Martin has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martin has received 11 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: 03 April 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.
1
Qualifications Uploaded
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Martin has provided information on their typical fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
35
Positive First Impressions
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Martin (based on 35 first impressions)
91% of users who are not yet clients had a positive first experience with Martin
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Martin (based on 35 first impressions)
We are a partnership of Diploma qualified Financial Planners with a combined industry experience of over 40 years, providing holistic financial planning. We provide a personalised service to our clients whether Individual or Local Business, from Investments, Pensions to Inheritance Tax Planning and Family Protection. We can work with you from the comfort of your own home, our office in LLanharan, Online via Zoom/Skype or E-mail & telephone, depending on your needs and location. We offer a completely free, no obligation first meeting, where we get to know you and your circumstances a little more.
Offers available through VouchedFor
Contact Martin 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 Martin's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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