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
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
