Martyn Davey Apfs Email & Phone Number

Wakefield, England, United Kingdom

Working alongside acquired IFA practices to support them with all aspects of integration including propositions, operations and compliance, ensuring a smooth transition for the practice and their clients.

I was ‘Head of Advice’ for the Financial Planning division of Hurst Point Group, a PE backed, national, Independent Financial Advice and Wealth Management business.I had primary responsibility for the delivery of the division’s commercial objectives as well as the growth in investment assets via the propositions provided by our sister company, Hawksmoor Investment Management. As a senior leader I was on the Executive Committee who were accountable for the day to day running of the division and thus collaborated with the Heads of Finance, Operations, Compliance, M&A, as well a number of other functions. In addition, I sat on a number of steering boards for the delivery of key items such as Consumer Duty, Acquisition Integration and other critical projects as necessary for the growth and success of the business.Other key objectives I had responsibility for / had influence over included: the continuing integration of acquired firms, particularly in terms of people, processes and systems; refining our propositions to best reflect and cater for our evolving client target market; identifying and developing strategies to achieve organic growth; the operational structure to best support the Financial Planner population; and finally I managed a small number of clients in my capacity as a Chartered Financial Planner.

I was Managing Director of Argentis Financial Planning Limited, providing independent financial planning and advice to clients across the UK. We were acquired from Gallagher in December 2020 as part of Hurst Point Group's targeted growth strategy and was subsequently integrated with Compass Wealth Management to create the new trading entity of Argentis.

Leeds, United Kingdom

I managed a team of experienced Wealth Advisers, providing training and development to support them in achieving their key objective of growing the Wealth Management business in the UK. By drawing on my many years in the financial planning profession, I ensured there was a firm focus on evidencing competency in a compliant environment, whilst encouraging a degree of autonomy in how their business operated.As a member of the UK Wealth Management Executive Committee, I contributed positively to the ongoing changes a regulated financial planning business faces, being actively involved with the development of future strategy and continuous evolution of the advice and service propositions.I was also a main board member of the UK Wealth Management Investment Committee, and had responsibility for the development, implementation and continuous oversight of the investment proposition; a key part of the financial planning business.

Leeds, United Kingdom

My role as a Chartered Financial Planner is to provide a fee-based, tailored service, focusing on removing the financial stress in planning for my clients future's whilst protecting what is important to them, be that by way of analysing their investment and retirement plans and ensuring they are in the most appropriate environment, saving them money on many aspects of their existing financial plans, reducing or removing their tax burden or simply protecting their families and where applicable their businesses.I ensure that we revisit and review these plans on a regular basis and I provide a guiding hand with my clients’ financial challenges both now and in the future.

Yorkshire & Lincolnshire

Yorkshire And Lincolnshire

Yorkshire

Yorkshire

Yorkshire

Leeds, United Kingdom

Leeds, United Kingdom