Dan Martin Cfptm
Managing Director, Chartered Financial Planner & Independent Financial Adviser @Mdm Wealth Ltd
Rugby, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2020 — Present
Managing Director, Chartered Financial Planner & Independent Financial Adviser @Mdm Wealth Ltd
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Rugby, GB
MDM Wealth is our family-run financial planning firm offering independent advice to people across the West Midlands.Our goal is to bring what you have to life. We’ll show you your financial reality and give you the confidence to enjoy life; safe in the knowledge that your future is in good hands.
SKILLS
SportsCustomer ServiceLeadershipTeam ManagementTeachingSports CoachingTeamworkFinancial PlanningFinancial ServicesInvestmentsMicrosoft ExcelSponsorshipBudgets
ABOUT DAN MARTIN CFPTM
Helping successful families and individuals achieve financial freedom with award-winning,…
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