Martin started his financial career working for the Leeds & Holbeck building society as a Mortgage Adviser, progressing through to the blue chip company Legal & General as a Business Development Manager covering the IFA community across the entire UK. Martin joined a high net worth practise in Brecon where he worked for over 2 years forging strong client relationships. Martin views clients with a holistic planning outlook covering all solution areas and has extensive background in corporate pension schemes.
He lives in the Bridgend area with his wife Emma, 3 sons, Jack aged 7, Alfie aged 5 and Leo aged 3 and daughter Poppy who is 7 months old. General interests are Motorcycling, Golf, Rugby and anything that doesn't involve nappies!
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 30 Meadow Way, Castle View, Caerphilly, CF83 1TQ
07852876861
Business Name
Stephen Davies IFA
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