Business Details
14 Years
experience
Your Trusted Partner for Comprehensive Financial Solutions
Since 2012, we have dedicated ourselves to providing personalized financial advice to individuals and businesses across the East of England. Our team of multi-disciplined Independent Financial Advisers (IFAs) brings decades of combined experience, prioritizing long-term client relationships and transparent decision-making. We specialize in investment management, retirement planning, inheritance tax strategies, financial protection, and business advisory services, ensuring each client's unique needs are met with expertise and care.Our approach emphasizes face-to-face meetings, biannual reviews, and a commitment to educating clients about their financial options. Recognized for our ethical standards and client-centric ethos, we are authorized and regulated by the Financial Conduct Authority, ensuring compliance with the highest industry benchmarks.
Services
Investment Management
Retirement Planning
Inheritance Tax Planning
Financial Protection
Business Advice
Details
- Year established: 2012
Highlights and features
- We offer personalized financial strategies tailored to individual client needs.
- Our team consists of certified Independent Financial Advisers with over 15 years of experience.
- We prioritize transparency in all recommendations and fee structures.
- We provide comprehensive financial planning covering investment, retirement, and tax strategies.
- Our client-centric approach ensures ongoing support and regular portfolio reviews.
Associations and certifications
- Financial Conduct Authority
What people say
Trusted financial advisor
Thoughtful and well-researched advice
Peace of mind
Calming and reassuring
Experienced and knowledgeable
Services
Investment Management
We specialize in preserving and growing client capital through diversified, risk-adjusted portfolios. Our process includes quarterly investment committee reviews, structured risk management, and dynamic optimization aligned with client goals. Clients benefit from face-to-face meetings, biannual reviews, and access to a range of products including ISAs, trusts, and venture capital schemes.
Retirement Planning
Our retirement planning service consolidates existing arrangements and designs tax-efficient pension strategies. We advise on SIPPs, annuities, and drawdown options, ensuring alignment with lifestyle goals. Regular reviews monitor progress toward retirement targets while addressing evolving personal circumstances and market conditions.
Inheritance Tax Planning
We provide tax-efficient solutions for wealth transfer through wills, trusts, and life cover policies. Our approach combines lifetime gifting strategies with business property relief mechanisms, working alongside legal and accounting professionals to implement comprehensive estate plans that reflect client wishes.
Financial Protection
Our protection services cover life, critical illness, and income protection policies tailored to family needs. We analyze client liabilities and dependents to recommend appropriate coverage levels, ensuring financial security against unforeseen events while considering tax implications and policy terms.
Business Advice
We design competitive employee benefits packages including pensions, private medical insurance, and key person cover. Our financial surgeries help staff with personal finance matters, while directors receive tailored advice on tax-efficient profit extraction and business protection strategies.
People
Julian Martin-Redman
Chairman
With over 25 years in financial services, Julian founded Martin-Redman Partners after leading online brokerage initiatives. He holds a DipPFS, MBA, and BSc, focusing on client relationship-building and ethical advisory practices.
Ben Sear
Managing Director
Ben has 20 years of IFA experience, previously working at Virgin Direct. He specializes in investment strategy and client education, holding DipPFS and BA Hons qualifications, ensuring tailored financial solutions.
Jeremy Edwards
Partner
Jeremy brings 18 years of financial planning expertise, previously working in compliance and accounting. His technical knowledge enhances our retirement planning services, delivering practical solutions for client portfolios.
Zeta Sear
Client Administrator
With 30 years in financial services administration, Zeta ensures seamless client communication and documentation management, leveraging her Norwich Union background to maintain exceptional service standards.
Questions
How do you personalize financial advice?
We conduct face-to-face meetings to understand your unique circumstances, goals, and risk tolerance before creating tailored strategies.
What investment products do you recommend?
We advise on ISAs, unit trusts, investment bonds, VCTs, and more, always explaining options clearly to match your objectives.
How often do you review client portfolios?
We provide biannual reviews with additional virtual access as needed to ensure ongoing alignment with your changing needs.
Are your fees transparent?
Yes, we disclose all charges upfront and never proceed without your full understanding and agreement.
How do you handle inheritance tax planning?
We create customized estate plans using trusts, lifetime gifts, and life cover policies in collaboration with legal professionals.
