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 value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate Trusts and taxation advice.