Martin Holderness – Amersham

Wealth Planner

Martin qualified as a Chartered Accountant with KPMG Peat Marwick in 1983 before moving into financial services in 1984. He has been an independent Financial Adviser for over 31 years. Investment and pension planning together with mitigating Inheritance Tax are Martin’s key areas of expertise.

Martin is an experienced Wealth Planner and uses cashflow modelling to help clients achieve their financial ‘bucket lists’. Martin believes the key to financial advice is building trusted, long-term, personal relationships, creating and implementing financial strategies that enable clients to enjoy their wealth to the maximum without the fear of ever running out of money.

Martin lives in St Albans and is married with five children. Family life, houses and travelling are his passions. Martin’s qualifications include DipPFS.

01494 358 000 / 07816 643 846

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