The Society of Trustee & Estate Practitioners











Perhaps you're building a fund for retirement, have some investments that need managing or maybe you just want to save some tax. If so we can help.

If you have a young family, a business partner or just outstanding debts which you're paying off, it makes sense to protect your finances from disaster. Plans that pay out if you are ill, or were to have a critical illness, can dramatically improve your situation should the worst happen. Whether it’s temporary insurance or a plan for the whole of your life, we'll walk you through the maze.


Or maybe you’re a company wanting to run an employee benefits scheme or are a Trustee managing a portfolio. If so, the need for up to date financial advice is paramount and our independent audit reports can help to ensure that you meet the necessary rules and regulations.


If this is you, we can help. Please call us.




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Tel: 01453 832562   juli@martec.org