Client Director
Martin has spent nearly 35 years helping individuals, families and business owners make confident financial decisions that enable them to focus less on money and more on living a full and meaningful life. One of the UK’s most qualified financial planners, he is both a Certified Financial Planner and Chartered Wealth Manager.
As Chair of the Institute for Financial Wellbeing (IFW), Martin is a leading advocate for a more human approach to money, recognising financial wellbeing as a foundation for living with purpose, freedom and fulfilment. Through his work with the IFW, he champions financial planning that goes beyond wealth creation, helping people align their financial resources with their values, ambitions and the impact they want to have on the world.
Drawing on decades of experience, Martin works closely with founders, entrepreneurs and business leaders to build long-term financial resilience, make purposeful decisions and align their wealth with their personal values and ambitions. He is passionate about helping people use money as a force for good, creating lasting value for future generations and meaningful impact beyond commercial success.
Outside of work
Martin loves to travel and live the advice he gives to clients – that this life is not a rehearsal and it is to be embraced. He is also a keen drummer which at times might annoy his neighbours!