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Joshua Martin

Financial Planning Consultant DipFA in Polegate

A little bit about Joshua

I provide holistic financial planning advice in Sussex, Surrey and London and across the UK remotely. 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.

Find out more about me below.

Start the conversation

Your money won’t reach its goal unless it has a direction. But with a plan, it can work towards something better. I can help.
Contact me today

An adviser’s insight

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why having a plan matters. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. The value of investments can go up and down and you may get back less than you invested.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.
Ready to build your plan? Contact me using the details above.

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!

Location

Joshua's location

Sussex
BN26

Joshua is located in Sussex and offers expert financial advice in Surrey, London and across the UK via video call.

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.

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.