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Myles Martin

Financial Planning Director Liverpool
Myles Martin

About

Myles Martin

Myles is one of our Chartered Financial Planning Directors and has been with Rathbones since 2018. He provides bespoke wealth management advice to individuals, families and business owners across generations and at various stages of life, helping them make informed financial decisions.

Working closely with legal and accountancy professionals, Myles provides tailored advice on pensions, investments, savings and protection. His focus is on ensuring clients' affairs are structured efficiently, balancing tax considerations, investment selection and long-term wealth preservation with shorter-term goals. Detailed financial modelling forms a key part of his approach, helping clients understand their overall financial position and how their wealth can support future objectives.

He holds the Advanced Diploma in Financial Planning and a First Class Honours degree from the University of Liverpool.