Woodstock
Martin has over 30 years of experience in the financial services sector. He holds qualifications in Taxation and Trusts, Business Financial Planning and Pensions & Retirement.
He joined Perspective in 2003 having previously worked at Eagle Star and Lloyd Bank Insurance Services. Martin holds the Chartered Insurance Institute Diploma in Financial Planning and a BA (Hons) Degree in Business Studies from Brighton University.
His main role is to support the advisor team especially on more complicated matters, as well as to oversee day to day administration.
Martin trades investment funds and compiles financial planning reports and has a good understating of investment planning, pensions management and inheritance tax mitigation.
In addition, he provides technical support for customer enquiries and acts as the firm’s pension specialist in respect of potential pension opt outs and transfers.
The Financial Conduct Authority does not regulate taxation and trust advice
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123