Martin has worked in the pensions and investments profession for 18 years; five of which have been as an independent financial planner.
We strongly advise that you check the credentials of any financial professional that you are considering working with. You can see Martin’s Statement of Professional Standing (SPS) certificate by clicking the link below:
I specialise in advising clients on their pensions and investments. I also work with employers to run their workplace pensions, including Auto Enrolment.
I was fortunate to have lived in the Gulf and Africa when growing up. I then went to school in Suffolk before moving to Gloucestershire in 1998. I love all sports, but especially rugby. I enjoy spending time with my wife and two young children. In my spare time, my wife and I enjoy travelling and taking the children to new places.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
The objective of this pension transfer qualification unit is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.
At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This exam tests advisers on their knowledge of the Taxation of Pensions Act 2014 and their ability to explain the new legislative, reporting and compliance requirements arising from the pensions reforms.
The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This module provides a solid grounding in the financial services industry and its regulation.
The objective of this unit is to develop an understanding of life and pensions issues, together with detailed guidance on the administration of these classes of business.