Martin Engleman

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

  

   

   

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

   

  

   

    

   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

   

   

   

Qualifications

Email Martin Engleman