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Martin McNamara Later Life Financial Planner
Martin believes in working closely with his clients to understand their goals and quickly get to the heart of their financial planning needs.
Over two decades of industry experience has seen him work with a diverse range of clients at some of the UK’s largest financial institutions – building long-term relationships thanks to a comprehensive approach.
Ten years working at Mutual offices has given him a deep understanding of how “With Profits” investments work. He advises the pre and post retired, helps with multi-generational planning – dealing with up to four generations for many families – and is an expert in the tax efficient use of assets.
Married with two children, he enjoys countryside walks, listening to music, military history and Japanese fencing – which gives him the chance to relive an energetic youth.