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Core Financial Services Ltd is authorised and regulated by the Financial Conduct Authority Member no. 471184.  

Financial Conduct Authority: www.fca.org.uk

Registered in England.

Co Registration No: 5428054.

Registered Office:

Kings Lodge, London Road

West Kingsdown, Kent

TN15 6AR

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SUSANNAH MARTIN DipPFS, CERT CII (MP) - Financial Adviser in Nottingham

Susannah Martin DipPFS, Cert CII (MP)

Contact Number: 07803 614037

Email: smartin@coreifa.co.uk


Qualifications: Chartered Insurance Institute (CII) Diploma in Financial Planning, Equity Release, Mortgage Advice Qualification and Long Term Care Planning

Areas Covered: Based in  Nottingham, covers: East Midlands, Sheffield and Chesterfield & M1 Corridor

Best piece of free financial advice I could give: Never risk what you can’t afford to lose ……


Background and experience:

I have been an Independent Financial Adviser for 15 years and offer a clear and simple process for financial advice that is designed to give useful information and to keep clients informed and up to date with all their financial plans, in a simple and understandable format to help meet their aims and objectives.

I pride myself on building long lasting client relationships, my aim will always be to provide you with a tailored solution and understanding your individual needs and concerns


Specialist Areas:

I provide independent advice in relation to all financial planning areas with a particular focus on investment and retirement related advice, this falls into 3 broad categories:

1) Assisting clients to build a retirement or investment fund via pensions, ISA’s and other investments

2) Reviewing their existing provisions to ensure they are cost effective and delivering the required growth

3) Working with clients who are ready to retire or access funds, advising them how to generate the most appropriate and highest levels of income and / or capital for their needs


Testimonials 2 Testimonials so far

'So, we are old enough and experienced enough to have been round the block a couple of times. When deciding to place our trust and portfolio we were looking for totally professional behaviour, a wealth of experience​, all the human understanding and listening skills that is required and more, complete discretion and the highest earnings from our portfolio. Luckily enough we met Susannah who has exceeded all our expectations on every score. We cannot recommend her highly enough.’ Tano from Chesterfield


They do what they say they are going to do. Susannah is brilliant and had all the time in the world to answer all my questions in terms that I understood. Nothing is closer to me than my family and my money so it was going to take a special company to become part of my team.  Core live up to this and more.  I believe that Susannah will make my money work harder for me, which although I won’t be able to buy a luxury boat it will allow me to live more comfortably in retirement. James from Chesterfield


#TestimonialsSM

READ MY TESTIMONIALS

Core Financial Services Ltd is authorised and regulated by the Financial Conduct Authority member no. 471184.  Financial Conduct Authority - http://www.fca.org.uk/

Registered in England. Company Registration No: 5428054. Registered Office: Kings Lodge, London Road, West Kingsdown, Kent TN15 6AR

Please note our telephone number has changed.  Any calls made to our previous 0844 number will cost 7 ppm plus your Telecoms provider’s Access Charge