Martin Jarvis

BA (Hons)

Technical Team Leader

Role:

Martin is a Financial Planner, 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!

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