Simon Martin

Areas of expertise

• Preserving your wealth
• Protecting your family and loved ones
• Inheritance tax (IHT) planning – planning for your family’s future
• Investment management - making the most of your investments and savings
• Retirement planning advice - when can you afford to stop working?
• Advice at retirement - the mechanics of retirement, what are your options?
• Later Life Care planning

Experience

Simon is a Chartered Wealth Manager with 25 Years industry experience in Investment Management and Financial Planning.  He previously lived in London for 12 years where he was employed as a Financial Adviser with Chase De Vere and then Lloyds Private Banking before taking up the position of Associate Director at the Swiss Investment bank UBS.   More recently he was employed by Danske Bank as a Senior Client Manager before joining Evelyn Partners in 2016.  Simon focuses on providing holistic financial planning advice to high-net-worth Private clients and businesses.  He would work alongside their solicitors and accountants to ensure their wealth is managed in a manner which allows then to achieve their lifetime objectives.

Notable client work and achievements

My clients include:

• High-net worth individuals
• Partners of Accountancy and Solicitor firms
• Small business owners and entrepreneurs
• Individuals at or near retirement
• Trustees
• Lottery winners

Professional qualifications and memberships

• Simon is a Chartered Fellow of the Chartered Investment and Securities Institute (CISI)Private Client
• Investment Advice & Management (PCIAM) (CISI)
• Certificate in Financial Planning (CII)
• Diploma in Financial Planning (CII)
• Investment Management Certificate (CFAS)