Martyn Sales is a fully qualified Financial Planner based in Huddersfield looking after clients all over West Yorkshire helping individuals, business owners and trustees maximise their income and manage their wealth.

“People often think financial planning is all about money. But I think it’s all about you. Good financial planning is about your life goals and your future plans, and the things you love to do from day to day. It’s about your career and your home life, about your family and friends, and about what you’d like to achieve over the years and decades to come.

Money, of course, can help make good things happen – but with an effective plan, you can achieve so much more. So when we meet you, we won’t start by adding up the money you have in the bank. Instead, we’ll chat about the life you have and the life you want – and about how we can help bring your aspirations to life.

This client-centric approach is commonly referred to as Lifestyle Financial Planning.

I work with my clients to help them create and ‘get’ the life they want and then help them to protect and enjoy it.

At the core of our service is financial forecasting, which empowers clients to see how they can get “the best return on life.” My advice covers all areas of Wealth Management, including; Retirement Planning, Wealth Protection, Estate Planning and Investment Planning.

I’ve recently worked with a few WAW Wakefield members who have seen lots of benefit from having a conversation with me. I’m finding the networking events great for making new connections and have found there is a really strong community wanting help each other. I’m grateful to be part of that.”