New Talent Awards Rising Star Daniel Martin talks taking on the family business

Launched new firm at 25

clock • 5 min read

Professional Adviser's Rising Star of the Year from the New Talent Awards 2020 Daniel Martin talks to Cherry Reynard about modernising a family financial planning business and tapping into his father's experience

The best family businesses adapt through the generations, with every new generation building on the successes of the last. This has been the case for Danial Martin, winner of the Rising Star award at PA's New Talent Awards, who drew on the experiences of his father, while adding his own modern twist in building MDM Wealth. He started work in his dad's financial planning firm straight after a finance and investment degree at Coventry University. From the start he sought to bring fresh insight to the business, implementing the use of CashCalc as a cashflow modelling system and adding new i...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers missing a 'share of wallet' trick

Advisers missing a 'share of wallet' trick

Aegon and NextWealth research suggests just a quarter track this

Jen Frost
clock 27 August 2025 • 2 min read
What's stopping the advice profession from attracting more young blood?

What's stopping the advice profession from attracting more young blood?

Chief reporter’s view: Calling my fellow Gen Z’s!

Isabel Baxter
clock 27 August 2025 • 4 min read
Why the Great Wealth Transfer could be modest in practice

Why the Great Wealth Transfer could be modest in practice

'The need for a robust advice strategy remains'

Roger Brosch
clock 27 August 2025 • 4 min read