Martin covers all aspects of Financial Planning to corporate and private clients.
Martin provides a completely independent financial advice service, often but not exclusively dealing with matters of:
financial protection, including life assurance, critical illness cover and income protection;
investments and savings of all kinds, whether orientated towards income, capital growth, or both;
pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death.
Martin joined TFA in 2002 having worked in financial services since 1995 for Pearl Assurance and Zurich. He works with a variety of clients including Company Directors, Business Owners and Professionals to provide financial planning for them, their clients or employees on a nationwide basis including the South West of England. He offers mainly face to face advice in the comfort of your own home covering all aspects of financial planning for all generations.
Martin holds a Diploma from the Personal Finance Society with certificates in Mortgages & Equity release (Dip PFS Certs CII MP & ER) and the latest Ro8 exam on Pension Freedoms 2016.
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To book an appointment with Martin please call 0800 3899 708 or book directly using our booking system below. Please select the type of appointment and his availability will be shown in the calendar for you to choose from.
You can contact Martin Josey Dip PFS Certs CII (MP & ER) on 0800 138 2199 or 07976 637377 or complete our enquiry form.
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