Role:
Martin is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth managements solutions for our clients and handling client queries. Martin has worked in the industry for over 13 years in a variety of client facing roles.
Qualifications:
- BA (Hons) Economics
- Fellow of the Chartered Insurance Institute
- Certificate in Long Term Care Insurance
Memberships:
- The Chartered Institute for Securities and Investment (CISI)
- The Chartered Insurance Institute (CII)
What do you enjoy about your role?
I enjoy the variety of tasks that I am involved with each day and the process of creating a long-term plan for clients – seeing the impact this has on our clients’ lives brings me a great deal of satisfaction.
What are you passionate about?
I am passionate about helping people, be that in my professional or personal life.
What do you like most about working for Fiscal Engineers?
I like the camaraderie between the team and that everyone will go out of their way to help. I also enjoy helping to cut through financial jargon to explain solutions to clients clearly.
What are your interests?
I enjoy anything sport related, either watching or playing – this helps me keep up with my young son!
Little books – A balanced work environment
Promoting wellbeing and creating a place of productivity.
