Nicole Martin APFS

Nicole Martin
Nicole Martin APFS

Chartered Financial Planner

An Independent Financial Adviser (IFA) in Truro who holds Chartered Status, Nicole offers a range of independent financial advice services to clients in Cornwall. Nicole provides a combination of face to face and remote advice to suit her clients needs. Whether you require advice on individual, family, or business money matters, she's here to help.

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.

Experience and background

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.

Services offered

  • Savings and investments advice. Devising a strategy that considers tax, risk levels and personal priorities.
  • Pension planning. Including guidance on accumulating pension savings cost-effectively. Advice on achieving tax-efficient retirement fund withdrawal.
  • Financial protection. A range of personal and family safety net measures, including life assurance, critical illness cover and income protection.
  • Estate planning. Including inheritance tax mitigation through use of trust structures, investment bonds and whole of life plans.

Specialist areas

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.

Locations covered

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.

You can contact Nicole Martin APFS on 07854 249530 or complete our enquiry form.

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