Listen to the Podcast Below
On today’s show we will be talking to our guest Martin Bamford. Martin has been a Financial Planner for more than 17 years, working with a wide range of clients to help build, manage, and protect their wealth.
He’s a Chartered Financial Planner, Fellow of the Personal Finance Society, and published personal finance author, hosting the Informed Choice Radio podcast and a digital marketing specialist and professional photographer.
During this episode you’ll hear
- The biggest obstacles that people are currently facing relative to building, managing, and protecting their wealth
- What criteria should be used to determine the quality of a financial advisor and advisory firm
- The different (or the same) financial landscape across the pond than it is here in the U.S.
- Why long-term care or what we know call extended care is a key component of the planning process.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Advisor. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
During a 20-year career in the retail financial services profession, Martin has continually pushed the boundaries of digital and content marketing. A prolific personal finance writer and commentator, he has received multiple awards for his work, including Best Blogger of the Year and Best Social Media Adviser.
He has launched the first personal finance podcast in the UK, written several bestselling books, and directed an award-winning feature-length documentary. While content marketing is Martin’s first love, he’s also a Chartered Financial Planner and Fellow of the Personal Finance Society, with responsibility for marketing and investment research at Informed Choice.
Martin launched his agency Bamford Media in 2017 in response to growing demand from Financial Planners who wanted to access his content marketing expertise. He’s equally at home talking about lifetime allowance issues as he is search engine optimization.
Martin lives in Surrey with his wife (a primary school teacher) and three young children, as well as a menagerie of pets (two Labradors, a horse, a cat, a hamster, and fish – at last count). When away from the office, Martin is chairman of a trust responsible for the creation of a 60-acre public parkland and vice president of his local Chamber of Commerce.