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Martin Smart

Financial Planner & Director

York

07896 481654

Martin Smart

Martin enjoyed 23 years successful years with Lloyds Banking group, followed by 10 years at HSBC working with a portfolio of high net worth clients, before becoming an independent advisor. He has built up extensive experience of navigating the UK investment landscape for his clients.

Martin has been a qualified advisor since 1995 and also has experience of training newly qualified advisors. He holds qualifications with the CII in Supervision in a Regulated environment.

Martin’s focus is to offer holistic advice, while keeping things simple and understandable .

Outside of work Martin likes to keep fit and active, regularly running in the North Yorkshire Hardmoors events, cycling with friends and going to the Gym with his son.

Martin also likes to travel and speaks French and still remembers some German after spending his first 3 years in a primary school in a provincial town near Aachen.

Oculus Wealth Management (York)

Oculus Wealth Management (York) Ltd is an appointed representative of Oculus Wealth Management, registered in England and Wales under company number 14985783 with its registered office at 2 Grove Park Court, Harrogate, England, HG1 4DP and FCA register number 1001173.

Oculus Wealth Management

Registered Office: Broadlands Business Campus, Langhurstwood Road, Horsham, West Sussex, England, RH12 4QP
 
Registered in England - Company Number 8589641
 
Oculus Wealth Management Ltd is authorised and regulated by the Financial Conduct Authorit
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