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DM Financial Planning

Dwaine Martin Charetered Financial Planner

Dwaine Martin Adv DipFA FPIR CeMAP® Diploma CeMAP® DipFA CeRER Chartered ALFBF
Chartered Independent Financial Planner 

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Welcome to DM Financial Planning, we are here to support you and your family, help make sure all aspects of your life are protected and you have a clear path towards your future. In a collaborative and supportive way, your future aspirations shouldn't be just goals, they should be a plan and any great plan requires the input of an expert 

Dwaine has been in the financial industry for several years, before this he was a keen investor in property and shares and alternatives, so he has a vast knowledge and experience that he uses to serve his clients to the best of his ability.

 

Dwaine’s aim is to help his clients make smart financial decisions through professional relationships based on trust, integrity and a bespoke service, ensuring that clients and their families are protected and focused on attaining their life goals.

 

Jordan

JORDAN DESZO
Executive Assistant 

Jordan has worked in a variety of Administrative roles over the past 8 years and has a wealth of experience in dealing with clients/providers alike, with exceptional organisational skills.

 Jordan has recently joined our Family to assist with supporting  Dwaine and becoming a valuable part of our administrative team.  Jordan is a highly motivated, pro-active and professional member of the team and will happily turn her hand to anything that is asked of her.

 

Jordan loves to travel to Turkey and her adorable new dog Dotty the Dachshund is a well-loved addition to our team.

emma executive assistant

EMMA EMERY
Executive Assistant

Emma has been working within the finance industry for over 8 years, supporting high profile financial advisers and providing them with full administrative support. 

 

Emma is well-organised and efficient in every aspect, whether it is an appointment that needs making or an application that needs submitting and chasing up – she takes no prisoners!

Aqeel Accountant

Aqeel Mullick 
Accountant 

Aqeel deals with the accounting side of the business, and he also  collaborates with Dwaine to find the most tax efficient solutions for our clients. Aqeel can provide clients with payroll, VAT, tax advice, book-keeping and accounts. He has been working in Accountancy for over 6 years his extensive experience makes him a great asset to the DM team

Hashmat Khan
Marketing & Client Care Executive

 

Hashmat has over 10 years of experience in the financial industry. Her expertise, combined with her friendly and welcoming personality, creates an easy and comfortable environment for all our clients. She is dedicated to ensuring that every client receives a 5-star service, and is always available to answer any questions or concerns you may have.

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