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Martin Perry - AIFP APFS CFPCM

Martin’s qualified as a Financial Adviser in 1999. Soon after joining Hargreaves Lansdown, Martin 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


  • 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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