Martin Stead

Somerset

Martin has 19 years of industry experience, working as a financial adviser, private client manager and corporate banking relationship director. Throughout his career he has advised high net worth individuals and families, owner-managers of businesses and senior executives.

 

Martin joined the company in 2018. He specialises in pension advice and investment portfolio planning for high net worth individuals and small to medium size employers throughout Southern Britain and the South Coast. He holds the Diploma in Financial Planning.

 

Outside of work, Martin enjoys spending time with his children and playing squash

Opal Financial Management Ltd

107 Crocker Way

Wincanton

Somerset

BA9 9FX

07931 953983

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Opal Financial Management Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority.  Opal Financial Management Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference 602945

Opal Financial Management Ltd. Registered address 7-8 Church Street, Wimborne, Dorset, BH21 1JH.  Registered in England and Wales. Reg. No. 8544727

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