Managing Director, Chartered Financial Planner & Independent Financial Adviser

Daniel Martin

Personally

Outside work, Dan enjoys playing semi-professional rugby, keeping fit, catching up with friends and reading.

Importantly

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and possess an up-to-date Statement of Professional Standing (SPS).

View Daniel's Statement of Personal Standing View Daniel's entry on the FCA Register

Dan is an award winning Chartered Financial Planner and Director here at MDM Wealth; advising our clients, creating financial plans with a big picture focus and ensuring our clients’ goals and aspirations are at the heart of the work we do.

In 2023, the reins of the company were handed over to Dan, and he became the managing director. We’re excited to see him utilise his fresh approach and knowledge to drive the company forward.

After achieving a first-class BA Honours degree in Finance and Investment from Coventry University, Dan began training under his dad, Matt; all whilst completing his professional exams.

Dan’s areas of expertise are in investment advice and retirement planning, helping our client families to gain clarity of their existing position and then to closely work with them, to develop a plan tailored to their specific needs, providing them with peace of mind and security needed during their lives.

Likes

Dislikes

  • Bad manners
  • Road rage drivers
  • Weak tea
  • Untidiness (blame my Mum!)
  • Poor refereeing decisions

What our clients say

Daniel takes time to present the financial details in a clear and simple manner and ensures that the client understands what is being shown to them.


I can’t recommend highly enough!
Paula ,

Dan was extremely helpful. His straight forward and easy to understand advice allowed me to make clear choices.


Dan is not only proactive in his approach but is also very personable and makes us feel very relaxed when discussing what could be a very stressful and confusing topic. The advice given is definitely tailored to our precise circumstances, Dan got to understand us and our needs very early on in the process.
Andy,

Daniel has helped me understand the mechanics of pension planning and funding of my retirement years in simple to understand, jargon free advice.

He has been a great sounding board listening to my opinion and concerns and he puts me right where I am going wrong.
Gary,

Daniel has taken over our business seamlessly from his Father at MDM

and continues to offer us a friendly, professional, personal, positive and a comfortable environment to manage our current and future financial needs and aspirations, inline with reality.
Mick,

I was at a stage where I knew my pension needed a top up, but I didn’t know where to start.


I needed to understand its current value and how much extra I would need to contribute to have sufficient funds to retire on. Following one consultation with Dan I felt confident in progressing my pension review with him.

Dan collated my retirement expectations and supplied a realistic manageable plan. He provides a professional and thorough service in a relaxed atmosphere. He walked me through my options, explaining the pension jargon every step of the way. I would recommend him to anyone.
Darren, Sales Manager, Birmingham, a client since 2019

I decided to transfer my company pension that I’d been a member of for 36 years.


I wanted the freedom and flexibility to control my own pension payments and also consideration for my children to be left with the remainder in the future.

The process of transferring out was daunting to me, but a colleague recommended Dan Martin. He had also used Dan as his financial adviser and was extremely happy with the service.

After being advised by Dan and having the whole process explained to me in a completely unbiased manner, with only my financial wellbeing as the upmost concern, I decided to make the pension transfer. At every step of the process I was advised and kept very well informed. The service and expertise that Dan gave me was very reassuring. I look forward with assurance to Dan’s continuing financial Advice in the future.
Keith, Quality Inspector, Solihull, a client since 2019

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    MDM Wealth 7 Mitchell Court
    Castle Mound Way
    Rugby
    Warwickshire
    CV23 0UY

    MDM Wealth Ltd is authorised and regulated by the Financial Conduct Authority. You can find MDM Wealth Ltd on the FCA register by clicking here. Our Firm Registration Number is 823733. Registered in England & Wales. Company number: 11405039. Registered Office: 7 Mitchell Court, Castle Mound Way, Rugby, Warwickshire, CV23 0UY

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax, Inheritance Tax or estate planning.

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