Lee Martin Independent Financial Adviser
Independent financial adviser providing wealth management and financial planning solutions for you
Are you looking for reliable life insurance advice? Do you need assistance with financial planning for your retirement? Would you benefit from wealth management advice?
Lee Martin is an Independent Financial Adviser, based in Leicester, can provide you with a wealth of information and personal financial advice.
Has a vast experience and expertise in providing life insurance advice, retirement financial planning, independent pension advice, wealth management and *Inheritance tax planning solutions.
We understand that a client’s financial planning needs are individual and that it can be very confusing making the right financial decisions on your own. We provide a thorough consultation to assess your financial short, medium and long-term aspirations. In a turbulent financial world the right advice today can make all the difference tomorrow.
There are so many subtle variations amongst financial products such as pensions, life insurance, mortgages, that unless you select wisely your choices could be expensive mistakes in the long term. It’s my role as a Leicester based financial advisor to help you make the correct choices right at the beginning of your financial planning. We have the industry knowledge to help you navigate through the financial jungle of investments and savings taxation planning, investment trusts and mortgages.
Financial Advisors can help you make adequate provision for your future
Perhaps you’re seeking independent pension advice for your long term retirement planning, or life insurance advice to protect your family’s continued stability. Maybe Inheritance tax planning offers an efficient answer to your wealth management dilemma.
By looking at our client’s circumstances and listening to their concerns, Lee Martin an Independent Financial Adviser based in Leicester form long term professional, trusted relationships and provide solutions which ensure you are treated fairly and honestly.
Whether you want independent pension advice for you and your partner, life insurance advice to protect your children, or Inheritance tax planning to ensure your hard earned wealth is managed efficiently, we are able to source appropriate products and funds from the entire financial spectrum, tailored to meet your individual needs
We’ve been providing good, sound financial advice to the people of Leicestershire for many years and are confident we can meet your life insurance, pension, retirement financial planning, wealth management and Inheritance tax planning requirements.
You’re welcome to contact us at any time. * The FSA do not regulate tax planning
About 2plan
2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Services Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.