Martin Welsh
Managing Director @Welsh & Taylor Wealth
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WORK HISTORY
Managing Director @Welsh & Taylor Wealth
Aberdeen, GB
As Co-Managing Director of Welsh & Taylor Wealth, along with my business partner I lead the strategic direction and day-to-day operations of a directly authorised, FCA-regulated financial advice firm committed to delivering truly independent, client-focused advice.My role spans both leadership and client engagement. I work closely with individuals, families, and business owners to design bespoke financial strategies that align with their long-term goals - whether that’s building wealth, planning for retirement, or preserving assets for future generations.Key areas of focus- Delivering independent financial advice across pensions, investments, and tax-efficient planning- Constructing tailored portfolios using whole-of-market research and evidence-based methodology- Leading the firm’s transition from a restricted model to full FCA direct authorisation- Overseeing compliance, governance, and client communication standards- Championing transparency and long-term client relationshipsWelsh & Taylor Wealth has been recognised as one of Aberdeen’s Top Rated Firms by VouchedFor, with over 240 five-star client reviews. That recognition reflects the high standards we hold ourselves to - and the trust our clients place in us.
EDUCATION
The Open University
Bachelor's Degree, Mechanical Engineering (BEng)
SKILLS
ABOUT MARTIN WELSH
After almost a decade advising under a restricted model, I made the decision to go fully…
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