Martin Stead

Somerset

Martin has over 20 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

The Gables, Red Lane,

Todber,

Dorset,

DT10 1HT

07931 953983

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