Estate Planning Solutions Limited

Martin Coulter has been the director of Estate Planning Solutions Limited since 2002. He is a Chartered Financial Planner and formerly qualified and worked as a Chartered Management Accountant. This makes him one of the few independent financial advisers to hold the highest level of financial advice and tax qualifications.

 

As well as advising wealthy clients, Martin has many years of experience lecturing to solicitors for the Law Society and of presenting training courses in-house to law and accountancy firms. His published articles and lectures have established him as a leading figure on the optimum use of financial products alongside a client's wider tax and trust planning advice provided by their solicitors and accountants.

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Louise Coulter qualified as a Chartered Accountant with PwC where she worked for 16 years, becoming a Fellow of the ICAEW.  Since joining Martin at Estate Planning Solutions, Louise has achieved the Diploma in Regulated Financial Planning.  She is working towards becoming a Chartered Financial Planner.