Martin Lindsey – SFB Wealth Management Managing Director
What does your job role entail?
I work with high net worth individuals helping them to achieve their financial goals. These may be to retire with a certain level of income, reduce any inheritance tax liability or achieve a certain return on their investments. As a company, we can embrace modern cash flow forecasting which can help to highlight if our clients financial plans are on track.
My areas of expertise include: retirement planning, investment and savings, protecting your family in the event of illness or death, protecting your business in the event of illness or death, inheritance tax planning and mortgage advice.
What is your idea of freedom?
In between being a self confessed workaholic, I also like to give a little back and along with being a patron of a local charity I also represent “Round Table” both on a local level being a former chairman and on an international level. I have been fortunate enough to combine this with visiting many great countries, including climbing Kilimanjaro, trekking in Nepal and visiting children’s care homes in South Africa.
What is your guilty pleasure?
Scoffing a massive bag of pork scratchings!
Get in touch
- (024) 7638 4171