Martin Evans
Financial planning
Areas of expertise
Martin specialises in:
Retirement Planning
Investment Planning
Estate Planning
Income Protection & Protection of Assets
Insurance & Trusts
Business Protection & Commercial Financial Planning.
Experience
I have been providing bespoke financial advice to clients for over 20 years, and I'm immensely proud of the relationships I have built up over this time.
Notable client work and achievements
I provide my clients with tailored advice, to help them achieve their immediate and future needs. For personal clients, this could be safeguarding the family should the worst happen, helping them plan for an enjoyable retirement, or simply ensuring that their savings work harder for them. For commercial clients, I can help protect liabilities, key individuals and shareholders.
Professional qualifications and memberships
DipPFS