AUTHORISED FOR INVESTMENT BUSINESS. COMPLIANCE, TRAINING & COMPETENCE, MONEY LAUNDERING OFFICER. PENSION TRANSFER SPECIALIST. APPORTIONMENT & OVERSIGHT
Profile
After 3 years working for a City Brokerage Martin started with Joseph R Lamb in Oct 1985 and devised our ‘PIMS’ Premier investment Monitoring Service strategy and continued its evolution & development. As Managing Director he oversees all aspects of the Company and has specific responsibility for Company compliance and Training and Competence. Martin was also instrumental in the design of our new premises and oversaw the business relocation. In addition he specialises in providing advice in the complex areas of pension options both prior to and at retirement, tax mitigation solutions, portfolio management and Corporate Financial Planning.
| Qualifications | |
| FPC 1,2,3 | Financial Planning Certificate |
| G60 | Advanced Pensions Certificate |
| J01 | Personal Taxation |
| J08 | Personal Financial Planning |
| K10 | Pension Retirement Options |
| K20 | Investment for Pensions |
| SV1 | Savings and Investment |
| CF7 | Long Term Care |
| CF8 | Equity Release/Home Reversions |
| CF9 | Pensions Simplification |
| MAQ | Mortgage Advice Qualification |
| HR1 | Home Reversion Plans |
| R01 | Financial Services, Regulations and Ethics |
| R02 | Investment Principles & Risk |
| R04 | Pension & Retirement Planning |
| R05 | Financial Protection |
| Investment Management Certificate 1 |
Telephone: +44 (0) 1268 749 880