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Martin-Redman Partners

 

Bridging the gap in your financial plan is more than just finding a financial adviser.

We put you in a position to make informed decisions about both the here and now and the future. Your life is a journey and we will stay with you on your journey.

We know that we are not all alike. We understand that individuals do not want to follow the herd. We believe that everyone has a different path to a different ambition. And we know that nobody knows you like you do.

How do we know this? Because we too are individuals with our own ambitions.

 

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It's not about the money, it's about your ambition.

So your path will change. Your ambitions may ebb and flow but what is certain is that the money required is relative only to your ambition.

Therefore we need to be attuned to your wishes. We achieve this by being strategically small, smart and responsive; working closely with you to navigate your course.

We pride our independence. We are beholden to you and you alone. Your agenda is our agenda. Your journey is the one we would like to share.

Our proposition

Because every one is unique we charge on a time basis for our advice, a fee which we agree in advance.

Equally our on going help and support will vary according to your needs but to give guidance we have created one broad service charter allowing you to receive the support you need. We will explain this and consider your best fit when we meet.

Our team are multi-disciplined experienced advisers, partners, husbands, sons, parents and businessmen, who will empathise with you.

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It's about both what we do and how we do it.

What do we do?

We work with you; inform you and empower you to create a financial plan

We consider all aspects and impacts on your wealth, financial protection, tax efficiency and ultimate aspirations

We never dictate; we work collaboratively

We seek to establish two way trust

We look to offer elegantly simple solutions

We avoid the esoteric

We create wealth by protecting it

We are long term strategists not short term players

We work on transparent fixed fees

 

How do we do it?

We meet initially (at no cost to you) to see if we can work together

We have to understand your needs and aspirations and views on risk

We get to know as much about you as you are willing to offer, though

We will not act for you without enough information to help you plan effectively

We set out at the beginning what our help will cost and we ask you to agree our fee in advance

We independently evaluate the market for the most appropriate solutions and

We produce a written financial plan of action with options and recommendations

We present this plan in person and make sure all content is understood

We agree a plan of action to meet your current needs and a framework for future aspirations

We agree an ongoing service charter that suits you as an individual which will be explained at our first meeting

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Before you swim                             Put a toe in the water.

Our mission is to redefine financial advice. But words come easy.

Whether a potential client or colleague, there are so many things that should be a given from a company that offers you a service. Professionalism, transparency, simplicity, integrity and most importantly trust.  But is this always the case?

So why not put a toe in the water to test whether you feel comfortable that we can deliver these and more?

We always welcome conversations with like minded people.

To talk with us click here.

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Julian Martin-Redman Partner

 

 

 

 

Benjamin Sear Partner

 

 

 

 

Jeremy Edwards Associate Partner

 

 

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Mike Malster Partner

 

 

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