Established in 2002, we have many years' experience providing independent financial advice to individuals, families and businesses. We advise clients throughout the UK, often working closely with their law and accountancy advisers to get the best from any new or existing financial products that clients may hold. We provide advice across a wide range of financial products including investments & savings, pensions, and insurance.
We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client and reviewing these regularly. We also provide training for law and accountancy firms on the use of financial products, and act as expert witness in litigation cases where financial products and modelling are involved.
We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client and reviewing these regularly. We also provide training for law and accountancy firms on the use of financial products, and act as expert witness in litigation cases where financial products and modelling are involved.
Services
Martin Coulter has been the director of Estate Planning Solutions Limited since 2002.
He is a Chartered Financial Planner, Trust & Estate Practitioner, and formerly qualified and worked as a Chartered Management Accountant.
This makes him one of the few independent financial advisers to hold the highest level of financial advice, trust and tax qualifications.
As well as advising wealthy clients, Martin has many years of experience lecturing to solicitors for the Law Society and of presenting training courses in-house to law and accountancy firms.
He is a Chartered Financial Planner, Trust & Estate Practitioner, and formerly qualified and worked as a Chartered Management Accountant.
This makes him one of the few independent financial advisers to hold the highest level of financial advice, trust and tax qualifications.
As well as advising wealthy clients, Martin has many years of experience lecturing to solicitors for the Law Society and of presenting training courses in-house to law and accountancy firms.
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