Brennan Martin

Who We Are

At Ethical Adviser, we are a team of professionals dedicated to providing impartial and independent financial guidance to our clients. Our mission is to deliver tailored financial solutions that cater to each individual's unique needs and circumstances. As an established and reputable company, we take pride in our commitment to integrity, reliability, and exceptional customer service.

Services We Offer

As an independent financial planner, we understand that the world of finance can be complex and overwhelming. That's why we offer a range of services designed to help you achieve your financial goals. Whether you're approaching retirement, looking to invest, or seeking to plan for your family's future, we're here to provide you with expert guidance and support.

Pension Advice

Our pension advice service is tailored to help you navigate the complexities of your pension funds. Whether you're consolidating multiple pensions into a single, flexible investment vehicle or seeking to draw tax-free lump sums and income from your pension pots, we're here to provide you with personalized advice and guidance.

At Retirement Planning

As you approach retirement, it's essential to take control of your financial future. Our expert team can help you make informed decisions about your pension, ensuring you receive the best possible income in retirement. We'll work closely with you to identify the most suitable options for your individual circumstances and goals.

Investment Advice

In today's low-interest environment, it's crucial to ensure your savings grow and keep pace with inflation. Our investment advice service is designed to help you achieve your financial goals while reducing your exposure to investment risk. We'll work closely with you to develop a customized investment strategy that aligns with your risk tolerance and financial objectives.

Inheritance Tax Planning

Inheritance Tax (IHT) can be a significant concern for many families. Our expertise in IHT planning can help you reduce or eliminate the impact of IHT on your family. By taking proactive action, you can save your loved ones a significant amount of tax and ensure a more secure financial future.

Lifetime Mortgage and Insurance Services

As an independent financial planner, we offer expert advice on lifetime mortgages and insurance services. Our team can help you navigate the complexities of these products, ensuring you make informed decisions that align with your financial goals and circumstances.

Why Choose Us

At Ethical Adviser, we're committed to providing exceptional service, expert guidance, and impartial advice. Our team is dedicated to helping you achieve your financial goals, and we're here to support you every step of the way.