about us our wealth planners martin holderness
Diploma in Financial Planning (DipPFS)
Martin qualified as a Chartered Accountant in 1983 with KPMG and has worked as a Wealth Planner and Independent Financial Adviser for 37 years, 5 of which have been at Succession. His specialist areas are Investments and Inheritance planning. Martin lives in St Albans and works from the Amersham office.
"My wife Amanda and I love visiting different countries and seeing their wonderful and differing cultures, in recent years we have travelled through South America, Australia & New Zealand as well as Vietnam. We also love buying run down properties and turning them into beautiful homes and moving onto the next one. Amanda loves her gym and forces me to swim up and down the pool to stay fit and young!"
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.