Syd Martin
8.5
out of 10
2 verified reviews on
Having spent thirty years in Financial Services I now specialise in investments, pensions and inheritance tax planning. My colleagues within the group are are able to offer advice in all areas with a holistic approach.
I advise on
Inheritance Tax Planning
Pension Consolidation for improved return
Lump Sum Investments
Estate Planning and intergenerational gifting
Accreditations
Diploma in Regulated Financial Planning
Diploma in Financial Planning
Consumer Duty scores
Products and Services
8.5
/ 10
Based on 4 responses
Price and Value
8.5
/ 10
Based on 4 responses
Consumer Understanding
8.5
/ 10
Based on 4 responses
Consumer Support
8.5
/ 10
Based on 4 responses
Last updated 19 September 2026
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