Martin Waller is a Chartered Financial Planner and a CERTIFIED FINANCIAL PLANNERCM professional and joined HC Wealth Management in 2010.
Martin entered financial services in 1981 and has been a Financial Planner since 1986. In 1990 he joined the Institute of Financial Planning and began using cash flow modelling with all clients from that time. Many of his clients have been with him for over twenty years.
While the majority of Martin’s work now involves planning at, or around, the point of retirement he applies his skills to a wide range of financial situations: estate planning, business succession, higher rate tax planning, divorce, bereavement, and of course planning for the good things in life – for example, a holiday home purchase.
His approach to any situation remains rooted in the fundamental principles of financial planning – a thorough understanding of objectives and attitudes and a plan of action designed to achieve those objectives in the most efficient way possible. Martin believes that the review process is key to the long term success of any financial plan.
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