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Edward Martin
Associate
Edward is an unwavering and achievement-oriented professional renowned for his meticulous attention to detail.
He wholeheartedly provides extensive cross-border ongoing support across all facets of financial planning. Armed with an Economics degree from a globally acclaimed university, ranked among the top 150 institutions worldwide, Edward has seamlessly integrated this academic achievement with numerous qualifications specifically tailored to offshore financial planning.
Areas of Expertise
- Pension Analysis, Advice, Management
- 401K Analysis, Advice, Management
- IRA Analysis, Advice, Management
- Pension Planning
- Succession Planning
- International Savings & Investment Options
- Private Client Wealth and Estate Planning
- Inheritance Tax Planning
- Retirement Planning
- Investment Portfolio Management
- Complex Multi-Jurisdictional Financial Planning
- Cashflow Forecasting & Modelling
- Tax Planning
Qualifications & Awards
Securities Industry Essentials (SIE)
CISI Level 3
Regions Covered
- Worldwide
