Joshua Martin
Financial Planning Consultant DipFA in Polegate
A little bit about Joshua
I provide holistic financial planning advice in Sussex, Surrey and London. I am based in Polegate in between Eastbourne and Brighton. What gets me out of bed each morning is striving to protect and preserve my clients' wealth through tax efficient investments, protection (life insurance, Income protection etc) and retirement planning.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
Services
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
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.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Qualifications
Diploma for Financial Advisers
- The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.
Testimonials
Jo C
Josh listened to my circumstances, applied his knowledge and wisdom, presented me with options and didn't put any pressure on me!!
Andrea S
Josh was great in providing a service, without coming across like just a salesman and offering deals that he would financially benefit from. I liked his soft approach and keeping in touch without being pushy. For this reason I will always go to back to him.
Harry N
Josh Martin helped me by asking the right questions. He was patient and made me think about what I wanted for my family's future. His calm and charismatic nature was pleasant to deal with and he helped me achieve a holistic strategy within our means. He's really helped our family plan for the present and future.
Julian D
He did an amazing job. Not only did Josh provide exceptional guidance during the initial consultation, but he also went above and beyond to ensure that I fully understood the terms of the policy and how it would benefit me in the event of loss of income. Josh was incredibly patient and attentive, taking the time to explain all the intricacies of the insurance options available to me. His depth of knowledge in the field was evident, and he was able to answer all of my questions thoroughly, leaving me feeling confident in my decision.
Marco
I approached Joshua because I am a self-employed small business owner who wants to ensure my financial position is secure. We discussed pension consolidation, insurance options, and a savings plan. I liked that Josh seemed genuinely interested in my goals and aspirations. I also greatly appreciated his friendly manner, and I am thankful for Joshua's advice. Highly recommended!
More about me
I am a passionate and experienced Financial Planner (over 10 years in the industry) and I truly believe my clients will lead better lives through clear, goal based financial planning. With additional experience gained from Brighton University and from working at two financial advice firms, I have a decent amount of knowledge in assisting individuals from all walks of life. I am a level 4 qualified financial adviser, so I am technically competent to provide holistic advice to all my clients.
Outside of work, I try to keep active playing 5 a side football and regularly attending the local leisure centre. I also have a passion for travel (particularly Spain & France) and history. I live at home with my wife, my son and last but not least, the centre of attention, a 10-year-old Cocker Spaniel, Podrick.
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.