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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Martin Perry - AIFP APFS CFPCM

Martin’s qualified as a Financial Adviser in 1999. In 2006, Martin took a career sabbatical with his wife and they travelled the world. Upon his return, Martin joined Hargreaves Lansdown and soon after, became one of the first advisers in the UK to achieve Chartered status with the Chartered Insurance Institute (CII).

FCA reference number: MIP01013

Martin Perry

Qualifications

  • Chartered Financial Planner
  • Certified Financial Planner CM
  • Associate of Institute of Financial Planning
  • Associate of Personal Finance Society

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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