Martin Beckett - Consultant - Leicester
Qualifications
Chartered Insurance Institute:
- Financial Planning Certificate
- Advanced Financial Planning Certificate
- K10 - Retirement Options
- K20 - Pension Investment Options
- G60 - Pensions
Experience
On leaving college in 1980, Martin entered the financial services industry as a broker consultant with the National Provident Institution. In 1987, he became an Independent Financial Adviser with the large national IFA and Benefits Consultancy, Godwins. His specialisation was working with solicitor and accountancy connections in respect of their client financial planning requirements.
In 1995, Martin moved to Leicester, where he was appointed Financial Planning Manager for Pointon York, providing a wide range of corporate financial planning services, pension and personal investment portfolio planning and estate planning strategies to their clientele of mainly business owner/managers. In summer 2001, he brought his extensive skills and experience to the Leicester office of LEBC Group.
Martin is also authorised under the terms of the Financial Services Act to provide pensions transfer advice by virtue of holding the G60 pensions qualification.
Specialisation
Retirement Options, Pension Transfer, Inheritance Tax, Specialist Investments and pension-related divorce matters.
The FSA does not regulate all forms of estate planning.