Beginning at London firm City Financial Partners, Martin has been advising clients for 17 years and is a member of both the CII and the IFS. His principal area of expertise includes strategic financial planning for business owners, in particular agricultural business owners where he ensures that suitable protection is in place for liabilities and that all investments and retirement plans achieve the best possible returns. He has a jargon free approach to corporate financial planning, ensuring owners have a clear exit strategy and succession plan for their business. Martin also provides expert tailored financial advice to private clients, here and internationally.
Tom joined Thomson McCallum Ltd in 2012 with over 20 years’ experience in Financial Services. After leaving the Forces, he moved on to enhance his career within Bradford and Bingley as an IFA. Tom also spent 10 years with RBS gaining a wealth of experience by advising the bank clients within the personal and business areas on protection, pensions and investment planning.
Stanley entered into Financial Services in 1992 initially with Save and Prosper and then with Allied Dunbar which became Zurich Advice Network and subsequently Openwork. Many of Stanley's clients have been with him over generations because of this and he has worked closely with these clients to create lasting relationships. In 2011, Stanley moved to the Caerus Capital Group along with Stuart and continues to provide outstanding services to all his clients in his role as Paraplanner.