DM Financial Planning Team
Welcome to DM Financial Planning, where we are dedicated to supporting you and your family by ensuring that every aspect of your life is protected and that you have a clear, well-structured path toward your future. Through collaborative and personalized financial planning, we believe that your future aspirations shouldn’t just be goals — they should be actionable plans. Any great plan requires the insight of an expert.
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Dwaine has been in the financial planning industry for several years. Before that, he was an avid investor in property, shares, and alternative investments. With this extensive experience, he uses his knowledge to provide exceptional service, ensuring that each client receives the best guidance possible.
Dwaine’s mission is to help clients make informed financial decisions through professional relationships built on trust, integrity, and a personalized approach. He ensures that clients and their families are protected and remain focused on achieving their life goals with solid financial planning in place.
Dwaine Martin Adv DipFA FPIR CeMAP® Diploma CeMAP® DipFA CeRER Chartered ALFBF
Chartered Independent Financial Planner ​
Meet the Team
Jordan Deszo
Executive Assistant
Jordan brings 8 years of administrative experience, exceptional organizational skills, and a strong ability to collaborate with clients and providers. Recently joining our team to support Dwaine, she has quickly become a highly motivated, proactive, and versatile member. Jordan is always willing to take on new challenges and approaches each task with professionalism and enthusiasm. Outside of work, she loves traveling to Turkey and spending time with her adorable Dachshund, Dotty, who has become a well-loved addition to our team.
Emma Emery
Executive Assistant
Emma has been working within the finance industry for over 8 years, supporting high profile financial advisers and providing them with full administrative support.
Emma is well-organised and efficient in every aspect, whether it is an appointment that needs making or an application that needs submitting and chasing up – she takes no prisoners!
Aqeel Mullick
Accountant
Aqeel deals with the accounting side of the business, and he also collaborates with Dwaine to find the most tax efficient solutions for our clients. Aqeel can provide clients with payroll, VAT, tax advice, book-keeping and accounts. He has been working in Accountancy for over 6 years his extensive experience makes him a great asset to the DM team
Hashmat Khan
Marketing & Client Care Executive
Hashmat has over 10 years of experience in the financial industry. Her expertise, combined with her friendly and welcoming personality, creates an easy and comfortable environment for all our clients. She is dedicated to ensuring that every client receives a 5-star service, and is always available to answer any questions or concerns you may have.
Sunny Alangadi
Executive Assistant
Sunny is a licensed professional teacher with a diverse background in executive support and client services within the financial industry. With over 4 years of experience, she plays a pivotal role in supporting Dwaine and ensuring the seamless execution of key tasks. Sunny’s expertise in administrative support, client relations, and project coordination allows her to contribute significantly to the company's efficiency and success. Her proactive, detail-oriented approach makes her a trusted and valuable member of the team.
