DipPFS
Independent Financial Adviser
Durham
With over 10 years of experience in the financial services industry, I’ve had the privilege of working with a select group of firms, honing my expertise across various facets of advice, from pensions to protection and everything in between. My journey began as a technical support resource for advisers, which provided me with a strong foundation before transitioning to an advisory role.
My passion lies in connecting with individuals, providing valuable support, and instilling a sense of reassurance. I firmly believe that financial advice is about not only achieving short and long-term objectives but also ensuring peace of mind.
In providing a bespoke recommendation and through an excellent ongoing service, I am committed to a successful long-term relationship with my clients, guiding them through the many different lifetime events that most all of us experience, some inevitable, and others unexpected, and helping them achieve their aspirations and goals.
Outside of work, you’ll often find me with my horses or my dogs, while my husband is on the cricket pitch!
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Workplace Pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Contact Anna Martin, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.