Martin McCudden Dip PFS, CII Cert(MP), Financial Adviser
Financial Services, Investment Consultants, Mortgage Brokers and Consultants, Pension Plan Providers and Consultants
Guards House Hyde Park, Kinmel Bay, Rhyl, Conwy, LL18 5FN (Show me directions) Show Map
Monday to Friday: 09:00 to 17:00 , Saturday to Sunday: Closed
Profile
Solid Financial Advice
My name is Martin McCudden and I've been a Financial Adviser for over 20 years. I'm based based in St Asaph and Kinmel Bay, North Wales and serve individuals and businesses across Mid and North Wales. I'm an adviser within an associated Partner Practice of St James's Place Wealth Management.
As you may be aware, a lot of the UK Banks, such as Santander, Halifax, Barclays, Lloyds, Nat West etc, have finished their Financial Advisers and made them redundant, or greatly reduced the one to one service now only available to high net worth customers, so if you find you have been left high and dry and have investments with the bank and no-one to discuss them with then just give me a call. There's no cost for the initial discussion to give you an idea of what a hands on Wealth Manager can do for you. In the past I've worked as a Financial Adviser for both Lloyds and HSBC as well as specialising in organisations affiliated to the teaching fraternity.
Advice Areas - - Investments and Wealth Management, including ISA's, Unit Trusts and Life Bonds.
- Pension Planning, both new and reviewing older plans
- Mortgages and Re-mortgages including Buy to let
- Life and Critical illness insurance
- Business Protection ( Review those expensive bank plans )
The initial consultation is at my own cost and there's no obligation.
I offer a variety of financial services to individuals and businesses, which is designed to suit any budget. I will look to tailor a bespoke solution to fully meet your financial needs and aspirations. In short I look to save, make, or protect your wealth and your welfare.
The initial consultation is free and gives the customer a chance to discuss and question me on all areas of financial planning that further information may be required on.
Qualified to a high standard and holding industry recognised qualifications. Feel free to check out the information on our main website and look for my mobile phone contact number.
As you may be aware, a lot of the UK Banks, such as Santander, Halifax, Barclays, Lloyds, Nat West etc, have finished their Financial Advisers and made them redundant, or greatly reduced the one to one service now only available to high net worth customers, so if you find you have been left high and dry and have investments with the bank and no-one to discuss them with then just give me a call. There's no cost for the initial discussion to give you an idea of what a hands on Wealth Manager can do for you. In the past I've worked as a Financial Adviser for both Lloyds and HSBC as well as specialising in organisations affiliated to the teaching fraternity.
The advice available can range from more complex needs such as pension or investment and wealth planning to more straight forward, but equally important, life insurance for the family and to financially protect your loved ones or to cover the mortgage debt, whether it be on a personal or business basis. Complex estate planning is also available such as trusts, wills or inheritance tax mitigation. Many other needs can be met, such as arranging your mortgage.