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Holistic Financial Planning for Business Owners and High-Earning Professionals

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​Helping Businesses Owners and Professionals  Secure Their Financial Future

Our mission is to help executives and business owners thrive with expert financial guidance.

Why Choose Us

Discover why professionals and business owners across the UK choose DM Financial Planning. Our chartered expertise, independent advice, and personalised service ensure your finances align with your aspirations.

Trusted Partnership

Experience a partnership built on trust and transparency. We build long-term relationships by truly understanding your goals and delivering tailored financial strategies.

Expert Guidance

Receive expert guidance from a Chartered Financial Planner with deep experience. We provide clear, independent advice to help you navigate complex tax, investment, and financial decisions with confidence.

Holistic Solutions

Benefit from holistic solutions that encompass all aspects of your financial life—from tax planning and investing to retirement and legacy planning—ensuring your wealth works for you.

Our approach is built on trust, integrity, and expert advice. With years of experience and a client-first philosophy, we’ve guided countless professionals and business owners toward their financial goals. Whether navigating challenges or seizing opportunities, we’re here to help you prioritize what matters most.

 

Success isn’t just about wealth—it’s about aligning your finances with your aspirations. At DM Financial Planning, we’re dedicated to helping you turn ambitions into reality with clear, actionable plans and unwavering support.

Our Services

Retirement Planning

RETIREMENT PLANNING

Secure your future with personalized retirement strategies. We help you plan for a comfortable and worry-free retirement, tailored to your unique goals and needs.

Investment & management wealth

INVESTMENT & WEALTH MANAGEMENT

Grow and protect your wealth with expert investment strategies. Our bespoke wealth management services ensure your portfolio aligns with your financial ambitions.

Strategic Tax Planning

STRATEGIC TAX PLANNING

Minimize tax liabilities and maximize savings. We provide strategic solutions to optimize your finances and keep more of your hard-earned money.

Wealth Protection

WEALTH PROTECTION

Safeguard your financial future with comprehensive wealth protection strategies. We help secure your assets for today and generations to come.

Mortgages

MORTGAGES

Find the right mortgage for your dream home or investment property. Our expert guidance ensures you get competitive rates and tailored solutions.

Accounting & Payroll Services

ACCOUNTING & PAYROLL SERVICES

Simplify your financial operations with professional accounting and payroll services. Accurate, efficient, and tailored to your business needs.

Strategic Corporate Planning & Investing

STRATEGIC CORPORATE PLANNING & INVESTING

Empower your business with strategic corporate planning. From investments to financial growth strategies, we help businesses thrive.

Pension

PENSIONS

Prepare for a secure retirement with expert pension advice. We help you make the most of your pension plans for a brighter financial future.

Who We Work With

​We provide tailored financial planning for business owners, high earning professionals, and those approaching retirement. Each group faces unique challenges, so our expert team helps you maximise your wealth, reduce taxes and secure your future.

Business Owners

​Scaling or selling your business? Extract profits, plan your exit, and protect your legacy with expert advice.

High‑Earning Professionals

Optimize taxes, invest wisely and build long‑term wealth with guidance tailored to your career and lifestyle.

Retirement & Legacy Planning

Plan your retirement with confidence: maximise pension allowances, reduce taxes and structure your estate for the next generation.

Download Our Free Guide
 

Thank you! Please check your email for our free guide.

What Our Clients Are Saying

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​I can't say enough good things about Dwaine and the team. From the moment I reached out to them, I knew I was in capable hands. Their team's knowledge and professionalism are outstanding. They listened to my concerns and provided comprehensive solutions that have greatly improved my financial outlook. I wholeheartedly recommend their services to anyone seeking sound financial advice.

Anna W.

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DM Financial Planning is the epitome of professionalism and expertise in the financial planning industry. Their team is not only highly skilled but also genuinely cares about their clients' success. They are results-driven and client-focused, always going above and beyond to ensure that their clients' needs are met. Working with them has been a game-changer for me, and I would highly recommend their services to anyone seeking top-notch financial planning assistance.

James S.

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Seeking financial advice was one of the best decisions I made, and the service I found exceeded all expectations! They're not just experts; they're also incredibly supportive and understanding. Couldn't be happier with the progress I've made!

Rachel R.

Dwaine Martin, Adv DipFA FPIR CeMAP® Diploma CeRER Chartered ALFBF, is an esteemed and award-winning Independent Financial Planner. Leveraging his extensive expertise in the financial industry and personal experience as an investor in both property and the stock market, Dwaine assists clients in all financial matters. From mortgages and investments to protection, he ensures clients can reach their maximum potential.

 

At DM Financial Planning, our mission is to support clients in every aspect of their financial journey. We adopt a holistic, supportive, and client-oriented approach, aiming to empower individuals to make informed decisions about their finances. If you have any questions or require assistance, don't hesitate to get in touch. We're here to help you achieve your financial goals.

Dwaine Martin Adv DipFA FPIR CeMAP® Diploma CeMAP® DipFA CeRER Chartered ALFBF

Chartered Independent Financial Planner 

Extraordinary Financial Solutions for Extraordinary Times

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DM Financial Planning is a trading style of Aegis Financial Planning Limited which is authorized and regulated by the Financial Conduct Authority (FCA No. 624298)

Registered Office: Warnford Court, 29 Throgmorton Street, London, EC2N 2AT. Registered in England & Wales No 8946610.

"Your home may be repossessed if you do not keep up repayments on your mortgage"

Contact Us

01206 700681

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