Our people are very important to us, as is making certain we provide you with quality professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
He enjoyed a successful and distinguished financial career that started over 30 years ago. His charming and charismatic manner, combined with his excellent expertise in financial advice ensured him many loyal clients, which in turn, became lifelong friends too.
In 1982, Martin began M P Warren & Associates in Chudleigh, his practice grew over the years and now consists of a team of advisers and administration staff who look after clients throughout the UK, managing millions of pounds of client's assets.
Martin was a true family man and liked nothing more than spending time with his loved ones. Martin married his wife Linda when they were 18 years old, where they went on to have two daughters together Gemma and Carley, and four Grandchildren.
Martin was known by his family and friends by many names, such as Bim, Bimbop and Dandad. His love of practical jokes and a competitive streak that showed itself "occasionally" even when playing games with his grandchildren and being determined to beat them!
Running a successful business comes from spending many long hours at the office. His 'work family' was also a very big part of his life and Martin had an innate ability to make all of his staff feel truly valued and appreciated. He believed it was an essential part of everyday working life to provide a workplace that was full of energy, fun, encouragement and happiness. From racing days, inflatable assault courses, summer parties, Christmas dinners or just going for breakfast on someone's birthday, Martin enjoyed spending time with his team and rewarding them for their hard work. He was one of the very few bosses that truly earned the title ‘a great boss'.
Martin will be greatly missed by all his colleagues, clients and the many people in the industry who met him. He will always be remembered not just for his excellent financial and business acumen but also his energy, drive and his sense of humour.
Gemma is an accomplished snowboarder and mountain bike rider, when not in the office, most of her spare time is now taken up watching her 2 boys on their bikes and boards.
Carley is responsible for day to day running of the practice whilst qualifying as a Wealth Manager.
Outside of the office Carley volunteers for Devon Wooden Charity, children's charity of rugby, organising their major events.
Homelife consists of 1 husband, 2 young children and 3 cats, which makes for a lively and full filling household.
Roger offers financial planning in a straight- forward and effective way whether it be for retirement, investment, protection or mortgage lending.
Married with two energetic children to entertain, Steve is usually found bouncing around with the kids on the trampoline, off with them on a muddy adventure, playing football or mountain biking through Haldon Forest!... and on the rare occasion, on the golf course!
In her spare time she likes to spend time with her friends and family, going to the gym and cycling. Tracy is also a keen Rugby fan and can be found at Exeter Chiefs most Saturday afternoons!
In her spare time Karen works on her partner's farm in Cornwall and is not afraid to drive the tractors to help with the baling in the summer & feeding the cattle in the winter. She is a true animal lover, with a collie called Woody and is passionate about horses. Karen lives in Chudleigh which is her home town, she remembers when the office used to be Aggetts fruit shop.
Karen is committed to providing every client with a friendly and efficient service. We are confident that you will be happy to refer Karen to your family and friends.
Sara also works very closely with the advisers and the senior management team by providing all aspects of administration and marketing support. Sara has proven to be invaluable at maintaining and developing new and existing relationships with financial intermediaries and clients. When not in the office, Sara enjoys spending time with her family and friends.
Karen is also working towards completing her Diploma in Paraplanning, and she enjoys keeping up to date with the industry. Out of the office, she loves spending time in the great outdoors with her family.
Becky has lived in Chudleigh for 15 years, she enjoys spending time with her children and can often be seen running around the village at speed!