Martin Smith - Your Independent, Local, Rochester Financial Adviser

Having started in Financial Service in 1998, Martin has worked in a wide variety of customer facing roles, covering advice on investments, pensions, mortgages and protection.  Most recently, Martin worked specifically with Hospital Doctors, advising them primarily on their pension needs and increasing their wealth with investment advice. Martin is now employed by Chadwicks IFA as our Rochester financial adviser. 

Martin is based in Rochester Kent also having use of our London office in Pal Mall. He supports Chadwick’s clients in the south of England, having joined in March 2018. 

Martin achieved his Chartered Financial Planning status and Advanced Diploma in Financial Services in January 2018.  Martin is a keen cricketer, playing as well as coaching in his spare time

Based in Rochester Martin works with our clients in the south-east of England regularly commuting into London area and the surrounding areas. The map on the right demonstrates the radius in which Martin operates in. 

As with the rest of our financial advisers Martin is able to offer a free no obligation meeting to help understand how we can support you. If this could be of interest simply fill in the form at the bottom of this page. 

Rochester Financial Adviser

Key facts about Martin

Chartered Status

Martin has gained his Chartered Financial Planning status and Advanced Diploma in Financial Services.

Free Consultation

As with all of our advisers we are able to offer a free consultation ether by phone or face to face.

Local Expertise

Martin is your local IFA. By having a local presence we are able to offer hands on support including annual face to face reviews.

0
Years Experience

Martin has been working within the financial industry for over 20 years.

How our Rochester based financial adviser can help you

Pension Planning

Putting aside money during your working life is still probably the best way to ensure you have a comfortable and enjoyable retirement.Let us Assist you in your choice of pension.

Investments

The choice of investments can be daunting. Our advisers will help paint a clearer picture of your options providing a bespoke plan

Protection

Life is unpredictable, thats why it can be helpful to consider insurance policies to protect you and your family

Estate Planning

If your total estate exceeds the Inheritance Tax limits, it is possible to plan so that payments of IHT are reduced or eliminated.

Mortgages

Whether you are looking to re-mortgage or find a new mortgage we can help.

Equity Release

Releasing a percentage of the equity in your property to generate a lump sum, income or both. You need to be at least 55 years old and own your own home

Organisations Martin supports with workplace financial education

Would like to learn more?

Do you have some questions or would like to learn more? Simply fill our the form on the left and we will be back in contact.

0207 1010 690