Myles Martin

Myles is a one of our Chartered Financial Planning Directors and has been with us since 2018. He provides bespoke wealth management advice to individuals, families and business owners across generations at various stages in their life.

Myles advises on savings, pensions, investments and protection. He focuses on how they are utilised for income planning and wealth accumulation while also advising on and the optimal structure of assets for tax efficiency, including inheritance tax and wealth preservation. This involves preparing detailed financial modelling to help his clients see their overall financial plan.

Myles also specialises in coordinating financial planning with legal and accountancy professionals. He holds the Advanced Diploma in Financial Planning and a First Class honours degree from the University of Liverpool.