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Connor Martin

Financial Advisor CeMAP®, Chartered FCSII in Hassocks

A little bit about Connor

I have worked within financial services since 2014. Before joining Quilter Financial Advisers, I advised high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in the private banking arm of a global investment bank.
 
I have extensive experience advising private clients to ensure they and their families achieve their financial goals.
 
I am a Member of the Chartered Institute of Securities and Investments and hold the Investment Advice Diploma (IAD), Private Client Investment Advice and Management (PCIAM), and Advanced Financial Planning (AFP) qualifications.

Find out more about me below.

Start the conversation

Whether you want help getting your pension in a good place, or to ask me about another financial need you might have, I’m here to help.
Contact me today

An adviser’s insight

Graphic of women standing on piles of coins increasing in height

How can you boost your pension pot?

In the UK, there’s an estimated £26.6bn1 in lost or forgotten pensions. That means the average UK worker is missing as much as £28k2 from their retirement money. But there’s good news - this kind of financial hit is completely avoidable.

Here are three simple ways to make sure your pension is working its hardest for you.

1. Check up on it

This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.

2. Look at your investment allocation

Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.

3. Bump it up

If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.

As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early.

If that sounds good to you, please get in touch.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Tax Planning is not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change.

1Source: https://www.ftadviser.com/pensions/2023/10/26/one-in-20-savers-could-be-missing-out-on-lost-pensions/

2 Source: https://www.hrmagazine.co.uk/content/news/average-uk-worker-has-28-000-in-unclaimed-pensions

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Pensions

Expert advice to help provide comfort in your retirement.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Qualifications

Certificate in Mortgage Advice and Practice - Level 3

  • CeMAP is the benchmark qualification for individuals aspiring to become mortgage advisers. It gives the skills, knowledge and certifications to deliver mortgage advice and practice.

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

CISI level 6 Certificate in Private Client Investment Advice & Management

  • Private Client Investment Advice & Management enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.

Level 6 Advanced Financial Planning Certificate

  • The CISI level 6 Certificate in Financial Planning provides a robust foundation in knowledge and skills that develop effective financial understanding and planning.

Chartered Fellow

  • The pinnacle of CISI membership. Exclusively for professionals who have demonstrated the highest levels of knowledge and standards of professionalism.

Testimonials

For testimonials, please visit my Verified profile on VouchedFor: https://www.vouchedfor.co.uk/financial-advisor-ifa/hassocks/074840-connor-martin  

More about me

I pride myself on helping clients to understand their current position and to clarify your goals, whether its saving for retirement, protecting your family's future or creating and leaving a legacy. By creating a personalised financial plan, I can help you to stay on track and adjust to life changes or market shifts. Ultimately, I take satisfaction in increasing clients’ confidence in their financial future; reducing stress today and improving long-term financial outcomes, ensuring you make the most of your resources and secure greater peace of mind.

Outside of work, I love spending time with my wife and two young children in our local area of Mid Sussex. I also enjoy sports, reading and travelling. Choosing a Financial Adviser is an important decision so if you would like to know more, please get in touch.

CISI charted fellow

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.