Nicole Martin APFS

Nicole’s approach is to build long term relationships with clients, ensure they receive the financial advice they need and establishing a trusted relationship. She provides financial advice in a clear and easily understood way, taking away the worry of complex financial situations. She always takes the time to understand what really matters to her clients.

Nicole can provide advice on investments, pensions, and inheritance tax mitigation.

Nicole has worked in financial services for 25 years and has a thorough understanding of financial advice and how she can help you with your financial objectives and needs.

Nicole holds the status of Chartered Financial Planner, which is regarded as the gold standard of financial planning.

Nicole lives in Truro with her husband Nick and daughter Lauren.

She has raised funds for the Oncology, Starlight Ward at Bristol Children’s Hospital, Stoke Association and Cancer Research.

Nicole has specialist knowledge in the area of pensions advice, investments, and inheritance tax, including the arrangement of financial planning solutions for high net worth individuals. Her clients include private individuals, company directors, professionals, and business owners.

Nicole is based in Truro but provides her financial advice service throughout a wide area around this base. You can arrange for Nicole to visit you at home, at your place of business, or another location locally.