About Sheldon Martin
I am a member of the Personal Finance Society (PFS) and the Society of Mortgage Professionals (CII). I started advising private clients in South Africa where I was registered as a key individual within a family run financial planning practice before returning to the UK in 2013.
I have over 10 years’ experience of helping people like you with their financial planning needs.
I’m happily married with two children and my time outside work mainly revolves around my family and encouraging them to participate in as many outdoor activities as possible.
I’m also a keen sports fan, with a particular love for rugby, football and cricket. I wish I had the time to play more regular sport, without the fear of getting too badly injured!
Qualifications
- Has adhered to a code of ethical standards.
- Holds the required qualifications for the activities they undertake.
- Has completed appropriate CPD and complied with APER (Statements of Principle and Code of Practice for Approved Persons).
| Diploma in Financial Planning | Chartered Insurance Institute (CII) |
| Investment Advice Diploma | Chartered Institute for Securities & Investment (CISI) |
| Certificate in Securities Advice and Dealing | Chartered Insurance Institute (CII) |
| Certificate in Mortgage Advice | Chartered Insurance Institute (CII) |
| Certificate in Life and Pensions | Chartered Insurance Institute (CII) |
| Financial Planning Certificate | Chartered Insurance Institute (CII) |
Areas of Expertise
- Financial Advisory
- Portfolio Management
- Retirement Planning
- Risk Management
- Investment Advisory
- Wealth Planning
Personal Interests
Rugby, football, cricket, and sports in general. When not advising clients, Sheldon enjoys staying active through sports and maintaining the competitive spirit that defines his approach to financial planning.
Mortgage advice and guides
Why You Shouldn’t Just Do Nothing When Your Fixed Rate Mortgage Ends: A Remortgaging Guide
Bank of England Update: Base Rate Is Held At 3.75 Percent
How Will the Middle East Conflict Affect Mortgage Rates?
Buying Into A GP Practice – Financing From The Medical Professional Experts
The Base Rate Is Now 3.75 Percent: What Does It Mean?
6 Things You Need To Know About Income Multiples When Applying For A Mortgage
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