Martyn has over 10 years experience in financial services having worked for major UK life assurance offices and wealth management firms. Martyn works closely in a supporting position to the Directors at AV Trinity.
Key areas –
- Pension and Retirement Planning
- Investment Advice
- Personal Protection
- Financial Reporting
Martyn says- “Working closely with clients during periods of financial uncertainty really emphasises the importance of long term future planning and making any arrangements as flexible and tax efficient as possible – so that they work as hard as we all do. The level of technical knowledge that we all share at AV Trinity enables us to offer a comprehensive and truly holistic service to our clients.
Away from the office I enjoy being physically active, snowboarding when the weather permits and I regularly ride my mountain bike both locally and abroad. I also spend my spare time listening to and writing music of many genres”
Martyn has recently added both RO1, RO2 and RO4 of the Regulated Diploma in Financial Planning to his list of examination successes.
Martyn can be contacted here - martyn.francis@avtrinity.com