Martin Purnell

Martin Purnell

Independent Financial Adviser at Ascot Lloyd Financial Services Ltd

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2 & 4 Forest Court Oaklands Park, Wokingham, Berkshire, United Kingdom
HQ Phone:
+44 845 345 5111

last updated 3/18/2018

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Independent Financial Consultant - Kaixin001

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Our people - Ascot Lloyd

Martin Purnell
Martin Purnell Martin's areas of expertise include arranging family protection (such as life and health assurance), tax-efficient investment and retirement planning and mitigating inheritance tax. Martin has many years experience dealing with the older client. Martin has 22 years of experience in financial services. Before joining Ascot Lloyd, he worked for several leading companies, all in the top 100 adviser firms in the UK, as a financial adviser. Prior to becoming a financial adviser, Martin started his career in a managerial capacity within the hotel and catering industry, gaining valuable experience dealing with client's expectations and requirements.

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Martin Purnell
BSU Admin Martin Purnell Financial Adviser Martin joined Ascot Lloyd in September of 2010, having been in the financial services industry since 1995. He has a broad knowledge base including pensions, investments, savings, life assurance and tax planning. He spends much of his time developing valued partnerships with both personal and corporate clients helping them to create, grow and preserve their wealth. Martin commits to the highest standards of professionalism by keeping technical knowledge up to date and adhering to a respected code of ethics. Martin holds various financial advice qualifications, but firmly believes that the best advisers are always striving to learn more.

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