Martin founded the firm after qualifying to provide regulated financial advice in 1999, building his career on a commitment to clarity, integrity, and long term client care. Over the years, he developed a particular expertise in inheritance planning and care cost planning, areas where thoughtful, well structured advice can make a profound difference to families
In 2011, Martin faced redundancy, a moment that could easily have marked a setback. Instead, he chose to look forward. With determination and a clear vision for the type of advice firm he wanted to build, he set up on his own. That decision became the foundation of the business as it stands today: independent, client focused, and driven by a genuine desire to help people make confident financial decisions.
Martin’s leadership, experience, and unwavering commitment to doing what is right for clients continue to shape the culture and direction of the firm. His journey from qualification, through challenge, to building a thriving advisory practice remains central to who we are and the values we uphold.
Annabel joined the firm in 2020 and has since become a highly valued member of our advisory team. A qualified financial adviser with a particular expertise in pensions, she brings both technical depth and a calm, client centred approach to her work. Her ability to simplify complex pension arrangements and provide clear, structured guidance makes her an invaluable support to clients planning for their long term financial security.
Since joining us, Annabel has played an important role in strengthening our advisory capability. She combines strong analytical skills with a genuine commitment to helping clients make confident, informed decisions about their retirement planning. Her professionalism, attention to detail, and approachable manner have quickly made her a trusted point of contact for many of the individuals and families we support.
Annabel continues to be an integral part of the firm’s future, contributing to both the quality of our advice and the strength of our client relationships.
Janice is the organisational heartbeat of the firm, bringing structure, consistency, and a calm, client focused presence to everything she does. As our Office Manager and Financial Administrator, she oversees the day to day operations that keep the business running smoothly, ensuring advisers and clients receive the support they need at every stage of the advice process.
Alongside her operational role, Janice plays a key part in helping clients with some of the most important aspects of later life planning. She assists with the preparation of wills, powers of attorney, and estate administration, offering guidance with a steady, reassuring manner that clients value deeply. Her attention to detail and her ability to navigate sensitive situations make her an indispensable part of the client journey.
Janice’s blend of administrative expertise, technical understanding, and genuine care for the people we serve makes her a cornerstone of the business. Her contribution strengthens both our internal operations and the quality of support we provide to clients every day.
James brings a wealth of experience to the firm, joining us after a distinguished 16 year career in banking. Having worked across the county throughout that time, he has built an extensive network of professional connections and a deep understanding of the financial needs of local individuals, families, and businesses. His reputation for integrity, clarity, and client focused service made him a natural fit for our team
Specialising in pension planning and inheritance tax planning, James combines technical expertise with a calm, reassuring approach that clients value. His ability to translate complex financial issues into clear, practical strategies ensures that clients feel confident and well supported as they plan for the future
James plays a key role in the long term direction of the business. His experience, insight, and strong relationships across the region strengthen our advisory capability today while helping shape the firm we are building for tomorrow
Alfie joined the firm in 2023, having first impressed the team during his work experience placement the year before. From the outset, it was clear he had the rare combination of technical curiosity, natural client rapport, and a genuine commitment to doing things the right way. His professionalism and enthusiasm stood out immediately, making the decision to bring him on board an easy one
Now a newly qualified Financial adviser, Alfie is already proving to be a valuable addition to the team. He brings fresh perspective, strong analytical ability, and a modern approach to client service, qualities that compliment our long standing expertise and strengthen the support we provide to clients
The future looks incredibly exciting, both for Alfie as he builds his career and for us as a firm. Having him on the team not only enhances our capability today but also helps shape the next generation of advice within the business. We’re proud to have him with us and look forward to everything he will achieve.
A man who is not only good at his profession, but also one who
performs it with genuine concern for the financial wellbeing of his clients
We find him very reliable, honest and trustworthy, and always gives
sound advice when dealing with our financial affairs
I will certainly recommend your company to others, and will
contact you again if I need help
So grateful for a
friends recommendation
I would recommend him to anybody
needing financial advice
Very professional in all aspects of financial advice. Everything was explained in a plain
and clear manner. Thanks for helping me through a very difficult time
Our experience of Financial Advisers had not been what you would call easy, so it was a pleasant surprise to meet
Martin who went out of his way to be friendly and efficient in dealing with all of our questions
James created a very calm relaxed atmosphere for our meeting and listened attentively as we outlined our situation, the actions we had taken, the ones we were considering and the areas we were uncertain in. James was excellent in every way , calling
upon his obvious knowledge he was affirming in some areas, made suggestions for others and we felt he ‘engaged ‘ with our agenda. Throughout, there was a two way dialogue, touches of humour and a definite feeling of moving forward
