Martin Stone
First Class Financial Solutions Ltd
Minimum savings/pensions: Over £100,000
Minimum mortgage: Any amount
0330 038 8939
Based in Wickford
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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: 06 April 2025
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Martin has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martin has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Martin has not yet added their qualifications to their profile
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
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: 06 April 2025
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Martin has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martin has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Martin has not yet added their qualifications to their profile
Qualifications not yet added
Martin has not yet added their qualifications to their profile
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
I started working in financial services in 1990 with a well-known high street bank, before deciding a new adventure was needed and in 2006, First Class Financial Solutions was born. From day one the priority has been to treat clients as individuals, rather than a number, whilst providing professional, tailored advice. I believe that financial advice is all about listening to a clients requirements, understanding the needs and building relationships to achieve their short, medium- and longer-term financial goals. I'm qualified to provide advice on Pensions, Investments, Inheritance Tax Planning, Equity Release, Mortgage and the appropriate Insurances. My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning. The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 19/09/2023
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
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Adviser Disclaimer
First Class Financial Solutions Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority under reference 440703 and 440718. Inheritance Tax Planning Is not regulated by the Financial Conduct Authority.