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Martin Williams

Financial Planner

Elgin Office,
T: 07920 814 117
E: martin.williams@jcwealth.co.uk
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Martin is a Financial Planner based in our Elgin office. He joined our Wealth team in 2015 and has been in the financial sector since 1991.

As a practicing Financial Planner, Martin provides financial planning advice to both private individuals and business entities. He works closely with other professionals providing in-depth advice on planning strategies for clients so they can transition from work to life-after-work, bringing together their assets and structuring them in such a way as to meet their living costs, and any other objectives and goals they have.

Specialisms

• Specialist knowledge of NHS pension schemes
• Financial plan analysis
• Inheritance tax mitigation and estate planning
• Pre and post retirement planning
• Personal and business protection
• Financial planning
• Review of existing financial planning arrangements