For independent financial advice talk to a firm that offers you two decades of experience – Steve Martin and Associates of Barrow and Furness
Welcome to Steven Martin & Associates
Independent Financial Advisers and Insurance Brokers
We are a small highly professional local company with over 20 years experience offering independent financial advice and commercial insurances to clients in Barrow and the Furness area.
Being fully independent means we can offer a personal service and advice that suits your needs, that is tailored to your own personal circumstances. We are not tied to any particular investment or insurance company so this means we can look at the whole of the market and give you impartial advice and the widest possible choice.
With are very proud of our reputation. Our business has been able to grow and prosper in a highly competitive market based on the recommendations of our clients impressed with the level of service and advice we can provide. The majority of our business is for existing clients plus they like to refer us to their family and friends!
We specialise in the following areas:
Tax Efficient Investments
Retirement Planning
Inheritance Tax Planning
Life, Income and Critical Illness Protection
Liability and Commercial Insurance
***** LATEST NEWS ******
A new service for Local Businesses
Steve Martin & Associates are now able to offer local businesses competitive quotations for their commercial insurances. We have joined the Purple Partnership – a network of independent brokers throughout the UK. Purple allows us to remain independent but improve our trading opportunities by providing us access to the major insurers in the market and exclusive product from some of those insurers. This means that we can continue to offer high levels of customer service and good advice whilst being able to provide competitive options for clients.
We can provide advice and quotations for a whole range of commercial insurances including business buildings and contents, business interruption, liability insurance and professional indemnity insurance.
Sarah Bradley is our Insurance Consultant – she has over 20 years’ experience in the insurance industry and is a member of the Chartered Insurance Institute with a CertCll professional qualification.
Phone today for a free quotation and review of your business insurances – we can save you money AND make sure that you are only paying for the cover you require.
For a no obligation chat about your insurance needs and a review of your current cover contact Sarah on 01229 585818.
Please mention thebestof barrow and Furness when contacting Steven Martin & Associates
Steven Martin & Associates Ltd is Authorised and Regulated by the Financial Services Authority