Summary

Consultant for Wills, Powers of Attorney, Property Protection Trusts, Estate Planning, Inheritance Tax mitigation, Care Home fees planning and  business start-up and development

 


Experience

  • Engleman Wills + Powers of Attorney + Probate + Equity Release

    Principal
    2009 - Current
    Engleman Wills + Powers of Attorney + Probate + Equity Release

     

     

     MARTIN ENGLEMAN AIPW  AFPC  DipPFS Certs CII (MP & ER) 

     

    0_0_0_0_179_140_library_16083
     
      
     Career History ~ Experience ~ Qualifications 
     

    Martin's Legal Services practice clients now number 400+, and a growing number of Accountants and Financial Advisers are directing their (mostly intestate) clients to his practice. Equally he is always looking to assist such professional introducers by reciprocating business back to them and widening their networking contacts  

    In a career spanning 48 years, Martin has industry-recognised professional qualifications in financial planning, ie Financial Planning Certificates 1, 2 & 3 and the Advanced Financial Planning Certificate, all of the Chartered Insurance Institute, and CEMAP3, a recognised mortgage industry qualification  

    In August and November 2014 he passed further Chartered Insurance Institute examinations in Mortgage Practice, Equity Release and Financial Protection, with the intention of setting up an Equity Release practice for both the public as well as Financial Advisers and Accountants 
     
    Martin has a variety of business expertise in management accountancy and financial project management, Financial Services Authority (FSA) pension review management, financial services industry training, compliance, systems review and development, product research, para-planning and report-writing 
     
    In addition, he is qualified by examination as an Associate Member of the Institute of Professional Will Writers. The Institute requires its Associates to undergo regulatory annual professional competence testing, conduct personal supervision of Will attestations, and maintain Professional Indemnity cover of £2.5M
     
    Martin started his career in the Financial Services industry in 1967 as a Management Accountant in various City companies, implementing VAT and computerised sales ledger accounting systems, and also held Company Secretaryship duties
     
    In 1979 he became a Financial Consultant, advising both individuals and companies on investments, pensions, life assurance, health products, mortgages and Inheritance Tax planning 
     
    In the 1980s, as an FSA authorised Independent Financial Adviser, he ran his own mortgage brokerage. He also carried out cash flow projections for firms requiring working capital finance 

    In the mid-2000's, he spent almost 4 years as an Adjudicator with the Financial Ombudsman Service, specialising in the assessment of endowment complaints, before leaving to qualify and set up his own practice as a Will Writer and Estate Planning Legal Specialist in March 2009

    In July 2010 Martin set up his Business Consultancy practice to advise start-up businesses. In addition he provides a problem-solving service for young firms on any aspects of their working operations. This can be sales and marketing, finance, administration and accounting, IT, premises, plant and equipment, staff and employment, industry regulations and compliance, or business advice in general

    He enjoys entertaining and informing audiences through presentations around Essex on the topics of Wills, Probate and Trusts, Lasting Powers of Attorney, Business Solutions and Successful Networking

    Martin is married, with three children and five grandchildren

    His hobbies are table tennis, badminton, photography, chess, cryptic crosswords and Sudoku, and he is fluent in French and Spanish, with once fluent German and Italian now rusty.

    A regular visitor to Madeira, studying Portuguese is now under way

     

    Visit Us On LinkedinVisit Us On Google PlusVisit Us On TwitterVisit Us On FacebookVisit Us On Youtube 

     


Qualifications

Qualified Associate of The Institute of Professional Will Writers

Estate Planning Legal Specialist with APS Legal & Services Ltd

 

Qualified Member of:

      The Chartered Insurance Institute

      The Society of Mortgage Professionals

      The Personal Finance Society

 


Email Martin

Popular Will & Estate Planners in London

  • Limited Accounts
  • VAT
  • Inheritence Tax
  • Start ups
  • personal tax returns
  • + 6 more
  • 7 testimonials
  • 1 postings
  • Limited Accounts
  • Wealth Management
  • Small business
  • Corporate &...
  • Auditing
  • + 30 more
  • 3 testimonials
  • 2 postings
  • Immigration Law
  • Company Commercial
  • Corporate Finance
  • Debt Recovery
  • Property Law
  • + 6 more
  • 3 testimonials

Find the right professionals in London

View The Full Index

Search By:

Submit your Enquiry here

Enquiry Details

Contact Details