Martin is Operations Manager of Perspective (Oxon) Ltd and 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 adviser 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.