JONATHAN MARTIN

I look after international clients who have lived here for a number of years or who have perhaps just arrived. I specialise in Personal Financial Planning, Investments and Portfolio Management for expatriates and international clients alike, specialising in areas such as Frozen Pension Transfers from the UK and across Europe through QROPS, IHT planning for UK nationals, providing services for US nationals around pension planning, and HNW individuals through more bespoke financial structuring.

I was a sports consultant working initially in the football and rugby and darts industry advising various clubs from all levels from Premier League to West Midlands League and professional organisations and players on financial and commercial issues.

A financial services business advising clients on lending and insurance related issues.

Various managerial roles in a British High Street bank ranging from a Branch Manager to a Compliance and Lending Manager to project management roles in setting up and managing telephony lending centres

3 A Levels, 1 AO Level, 11 O Levels