Martin has been practising within the Financial Services profession for more than 20 years.
Having gained Accountancy qualifications from Southbank University, London, he progressed through various advisory and management roles with Alliance & Leicester Building Society before moving to Portman Building Society as a Financial Planner in Henley on Thames.
He took the opportunity to become an Independent Financial Adviser before fulfilling one of his deeply held goals of owning his own business. Financial Aspirations, which is a reflection of Martin’s values, was set up in 2004 and has grown steadily and successfully over the years.
“The underlying theme to my approach to financial planning is to look beyond the numbers… to help my clients explore and reflect on everything they can think of, financial or not, that they would like to accomplish.
I work in partnership with clients to create a comprehensive, step-by-step plan of action to achieve their goals – built on the criteria that matters most to them. The result is a strategy that can be kept under constant review as circumstances change. Along the way we also get their financial house in perfect order and help them to keep it that way.”
Martin holds the Diploma in Financial Planning (DipPFS) and is a Registered Life Planner (RLP).
Martin is excellent all round, completely trustworthy, very easy going and always genuinely interested in how we are getting along. I think we are extremely lucky to have found such a brilliant adviser.
Martin is always available and I am happy with what he has set up for me. He also speaks in ‘plain English’ so I can understand what he is doing.
He helped us tremendously in all aspects, Business and Personal.