Director/Independent Financial Adviser
He’s carried out several roles within different small companies throughout the last 25 years, joining CBK as a co-Director in August 2008.
As an Independent Financial Advisor he gives advice in retirement planning, mortgages and protection, managing investments and wealth generational planning as well as helping with long term care funding.
Martin’s recently helped teach his daughter to drive, and whilst this has reduced the use of mum & dad’s taxi, it has led to some sleepless nights! He’s a keen runner, being a member of a local Welsh Athletics affiliated club, and he’s competed in several half marathons. In 2015 he ran in Marathon Eryri in Snowdonia which is an experience he wishes to repeat!
I’m so fortunate to help clients achieve their financial goals throughout their lives, it’s such a rewarding and fulling role. Some recommendations simply reinforce the client’s own thoughts whereas other, which often includes intricate tax planning, provides the detailed advice they seek.
You can contact Martin on firstname.lastname@example.org