Clients often approach us because they’ve not heard from their IFA in a while, or they’re fed up with paying a lot of money for not a lot in return. We like to think we act differently. Most of our clients are referrals from those who’ve been long standing clients.Learn more
With our investment and wealth management service we advise on a range of financial products:
If you are not familiar with some of these, don’t worry. Our role is to educate you about the options available and to advise you accordingly.
We only work with those we meet personally and 90% of our meetings are face to face – usually at your home or office.
As a Martin-Redman Partners client you’ll have a twice-yearly review with us. As well as reviewing the progress of your portfolio it’s a moment for us to keep up to date with any relevant domestic changes and to discuss any of your financial concerns.
From us you can expect:
Experience shows that regularly meeting you in person is the best way to develop a rapport and a long-lasting working relationship.
If for any reason this isn’t possible we will meet virtually via Zoom or Teams.
“Financial Advice and Retirement Planning isn’t my favourite thing to do but it’s necessary. Ben is patient to explain, has the expertise and knowledge to advise and really listens and understands today’s needs and also helps to plan for the future, whatever that may be. I put all my trust in him and his recommendations. He then follows up promptly and completely. I now look forward to seeing him twice a year.”
Our Investment Committee meets quarterly to analyse geographic and sector trends, along with wider systematic risks. From this we will recommend any investment changes we feel are appropriate.
To learn more about our approach towards the preservation and management of your capital, complete the form and an advisor will call you.
“Julian has been advising me about my finances for over fifteen years. During that time he has helped me establish a solid portfolio with a good return, navigate the financial complexities of divorce with sensitivity, and given clear advice which has ensured my financial security. Subsequently he’s helped my father manage his estate with similar wisdom.”