Brierie Financial Planning was established in 2013. We are proud to be an independent financial planning firm, directly authorised by the Financial Conduct Authority.

Our founder and Director, Martin, has been helping and advising clients for over 20 years. As someone who wasn't always in the financial profession, he understands and has experienced what it is like to be on the receiving end of financial advice. Therefore, on founding Brierie Financial Planning, his vision was to create a financial planning firm with a client centred approach, increase clients’ financial understanding and give them confidence towards their own financial future.

About Us

Martin and Laura have two teenage sons and a Lagotto Romagnolo (Italian Water Dog). Outside of work when they not driving their kids to their activities, you’ll usually find them out walking their dog Aria, at the gym or out a run. Martin and Laura are keen fitness fanatics and really value prioritising a fit and healthy lifestyle. Martin completed the virtual Great Wall of China marathon and has a keen interest in strength training and nutrition, whilst Laura has completed the Stirling marathon, various 10ks and half marathons and more recently, powerlifting competitions, a triathlon and a 24-hour team relay trail race.

Martin’s experience, knowledge and passion, together with a firm commitment to ethical principles in financial planning, makes him a trusted financial planning partner to our clients.

Martin is amongst the top qualified Financial Planners in the UK having achieved, to name a few:

• Certified Financial Planner with the Chartered Institute for Securities & Investments

• Level 7 Diploma in Advanced Financial Planning and Services with the Chartered Institute for Securities & Investments

• Level 6 Certificate in Advanced Financial Planning, Financial Planning and Services with the Chartered Institute for Securities & Investments

• Chartered Associate with the London Institute of Banking & Finance

• Level 6 Diploma in Financial Advice with the London Institute of Banking & Finance

• Certificate in Long Term Care and Later Life Planning with the London Institute of Banking & Finance

Martin

Co-director and Office Manager, Laura, after leaving university worked in banking as a Branch Director’s Assistant for 16 years before joining Martin in the family business in 2016. Laura is highly organised and is an essential cog in the business making sure the operational side of Brierie Financial Planning runs smoothly.

Laura

We’d love to hear from you! To find out more or book in a free, no obligation meeting, complete the form and a member of our team will be in touch.

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