We are privately owned Independent Financial Advisers (IFAs) who provide a truly bespoke and personal service to wealthy individuals and their families. We intentionally restrict the number of families that we work with to ensure that we can provide a high level of service and spend time to build long-standing trusted relationships.
We offer ongoing advice and guidance on issues such as investments, pensions and tax planning; working closely with our clients through regular review meetings, helping them to establish and achieve their financial goals. We also provide a specialist service to members of the University Superannuation Scheme (USS): see Our Services for further details.
We offer ongoing advice and guidance on issues such as investments, pensions and tax planning; working closely with our clients through regular review meetings, helping them to establish and achieve their financial goals. We also provide a specialist service to members of the University Superannuation Scheme (USS): see Our Services for further details.
Services
Martin has worked in financial services since 1993, following his graduation from the University of Newcastle upon Tyne. He started his career working as an adviser for a number of UK life assurance companies before moving into the Independent Financial Advice sector in 2000.
Martin decided to establish Ten Wealth Management in 2009 to ensure he could continue to provide a bespoke and high quality service to a limited number of clients and their families.He is a Certified Financial Planner, Chartered Wealth Manager, holder of the Investment Management Certificate (IMC) and has recently passed The Society of Trust and Estate Practitioners (STEP) Certificate for Financial Services.
Martin decided to establish Ten Wealth Management in 2009 to ensure he could continue to provide a bespoke and high quality service to a limited number of clients and their families.He is a Certified Financial Planner, Chartered Wealth Manager, holder of the Investment Management Certificate (IMC) and has recently passed The Society of Trust and Estate Practitioners (STEP) Certificate for Financial Services.
We provide Independent Financial Advice and bespoke Wealth Management based on academic research. Initial meetings are provided at our cost and without obligation, enabling all parties to establish how we can add value and to ensure that we are the right partner for you.
Bespoke wealth management requires the skills to combine the technical knowledge to deliver investment, tax and retirement advice with the ability to create solutions and plan for your immediate, medium and long-term needs.We work alongside our clients, initially helping them to understand and develop their financial goals and then advising them to help them achieve their ambitions.
Bespoke wealth management requires the skills to combine the technical knowledge to deliver investment, tax and retirement advice with the ability to create solutions and plan for your immediate, medium and long-term needs.We work alongside our clients, initially helping them to understand and develop their financial goals and then advising them to help them achieve their ambitions.
Martin is a Certified Financial Planner and Chartered Member of the Chartered Institute for Securities and Investment and is responsible for advising clients. We only work with a limited number of clients, allowing us to dedicate sufficient time to each relationship to understand our clients and ensure we meet and hopefully exceed their expectations.
Our clients tend to be 'high net worth' individuals, professionals or academics and are usually within 5 years pre or post retirement. The majority of our clients are based in the East Midlands, although we do have a small number of notable and enjoyable connections further afield.
Our clients are committed to providing us with full information about their circumstances, in a timely manner and willing to engage in discussions around the impact their wealth has on their lifestyle and family.Our clients are usually recommended to us by an existing client or their accountant or solicitor.
Our clients are committed to providing us with full information about their circumstances, in a timely manner and willing to engage in discussions around the impact their wealth has on their lifestyle and family.Our clients are usually recommended to us by an existing client or their accountant or solicitor.
Since the inception of Ten Wealth Management, we have been advising pension scheme members on their retirement benefits and related issues such as. We can usually provide this advice on a fixed fee basis to ensure you are aware of the cost before we commence any detailed work. If you require specialist advice in relation to your benefits from the University Superannuation Scheme, please contact us to discuss your requirements.
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