Contact

Financial Adviser in Broadstone

Martyn Brown

I am an independent financial advisor in Broadstone with over 27 years’ experience in the financial services industry. My success and wealth of experience has helped me to better understand the needs and goals of my trusted clients.

My areas of specialty range from financial protection advice, investments, Inheritance Tax planning, Estate Tax migration and full pension advice.

Every clients needs are different and with this in mind, I strongly believe that it is essential to help create individual financial goals and objectives which are regularly reviewed and continually updated, so to cater for the changing needs of the individual and their families. All of which are designed uniquely for the individual/organisation, via a fully independent (non-restricted), whole of market, unbiased process in every single meeting.

If you would like to discuss your personal financial goals and objectives, please get in touch. Your initial 15 minute meeting is completely free of charge and is available either by telephone/Zoom or a face-to-face meeting.

I provide financial advice in Broadstone and the surrounding areas.

If you are looking for an experienced independent financial advisor in Broadstone, please get in touch via my contact information above or call 0344 41 42 744 to book your free initial consultation.

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Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance

Happy clients

"It is my honest belief that Martyn does his very best for all his clients"

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"He listened to my future aspirations and invested appropriately"

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"I truly can’t think of anything that could have been done better"

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I am delighted to be a proud sponsor of the Moordown Bowling Club