Martin Purnell
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.
“I believe that an adviser should be loyal to clients, providing first class customer service, support and advice throughout their lives.”
With Ascot Lloyd now offering bespoke investment portfolios, Martin’s clients can hold and manage their investments in a tax efficient way. Investors are able to see their entire portfolio at the click of a button, 24 hours a day.
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.
When he is not at work, Martin enjoys Scuba diving, boating, swimming and travelling.
