Managing Director, Chartered Financial Planner & Independent Financial Adviser

Daniel Martin


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


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

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.



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

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