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...
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