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Key Services

THINKING OF RETIRING

There is a saying for people now in middle age that “my Dad had one job in his life; I’ll have 6 jobs in my life; my children will have 6 jobs at the same time”. Working patterns are changing click to find out more...

Lifetime Cashflow Modelling

Martin and Graham remember the era when review meetings were largely based on reporting that ‘your pension has grown by X% and your investment bond by X%’ click to find out more...

Investment Services

With such a myriad of different investments to choose from, you might be thinking ‘where do I start?’ When people come to us for advice, right from the start here are some common statements that we are often quizzed upon click to find out more...

Later Life Planning

Through his involvement with SOLLA, Graham is an acknowledged expert in long-term care fees planning advice, having won a national award from the care fees organisation Symponia for the quality of his reports in 2014 click to find out more...

Financial Protection

It’s all very well thinking about the nicer aspects of watching your investments grow and planning for a good retirement, but what if something happens to you or a loved one unexpectedly? click to find out more...

Corporate Protection

Having got the right people in place, a firm wouldn’t want to lose their key skills through long periods of forced absence necessitated through illness; nor would they want to feel vulnerable if a key click to find out more...

CASE STUDY

AT RETIREMENT

We were approached by Ian via an introduction from an existing client. Ian was in his mid to late 50s and had reached a well-paid executive position in a national organisation.

IN THE SANDWICH

Tom and Jane were friends of a member of a networking group to which we belong. The member was conscious that a recurring theme in their social gatherings was the combined financial...

BUSINESS SALE

We were originally introduced to John by his accountant a few years ago, when we worked with him to introduce an Auto Enrolment compliant workplace pension scheme....

Client Feedback

JUST LISTEN TO WHAT OUR CLIENTS HAVE TO SAY

  • “We have been clients of Martin Edwards for 17 years and have always received a high standard of service and excellent advice. The administration of our investments is always efficient and accurate.”

    - Mr and Mrs Crook

  • “I feel confident that we can rely on your advice going forward to help smooth my path to retirement”

    - S Newton

BACKHOUSE

Independent Financial Services

About Us

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