Martin Birch

Martin Birch FPFS MCSI BA (HONS)

Partner, Chartered Financial Planner

I began my career by reading financial services at university. Since then, I have advised individuals, businesses and professional clients on their financial affairs, specialising in retirement planning.

During my career, I have been involved in both regional and national independent financial advice firms, holding a number of senior positions. I am a Chartered Financial Planner, a Fellow of the Personal Finance Society and a member of the Chartered Institute for Securities and Investment.

I am passionate about the positive impact a financial plan has on clients’ lives.

My life revolves around my wife, two amazing daughters and our Westie. Spending time with them is an honour and they make me very proud. We are season ticket holders at Leicester Tigers and enjoy family days out.

Professional Qualifications

CF1 – UK financial services, regulation & ethics
CF2 – Investment & risk
CF3 – Financial protection
CF4 – Retirement planning
CF5 – Integrated financial planning
CF6 – Certificate in Mortgage Advice
CeMap 1 – The financial services environment
CeMap 2 – Mortgage practice, products and policy
CeMap 3 – Giving advice
CF8 – Long term care insurance
ER1 – Equity release
FA2 – Pensions administration
GR1 – Group risk
RO8 – Pensions update
J01 – Personal tax
J02 – Trusts
J04 – Pension funding options
J05 – Pension income options
AF1 – Personal tax and trust planning
AF3 – Pension planning
AF5 – Financial planning process
First-Class Honours degree in Financial Services