Martyn Bowen - Your Financial Adviser
Martyn has worked within Financial Services since he left
college at age 18. In the early days he gained valuable experience
working for Norwich Union, Equity & Law (now AXA), Lloyds
TSB, Halifax and American Express. More recently he has been
working as an IFA liasing with other professionals such as
accountants and solicitors.
Martyn has developed the concept which
provides an innovative approach to personal financial planning
in today’s modern world. The trusted basic principles
still apply which are then overlaid with contempary ideas
and products. This is then underpined with state of the art
technology.
He has experience in virtually all aspects of financial
planning and more recently has specialised in wealth management,
Business planning and Estate preservation.
Nowadays, all financial advisers are required by their regulator,
the Financial Services Authority to pass examinations known
as the Certificate in Financial Planning (Cert FP) or equivalent
before they are allowed to provide financial advice. The Cert
FP and its predecessor, the Financial Planning Certificate,
are basic level qualifications. From there it is possible
to go further, in much the same way as someone with ‘A’
levels can go on to obtain a degree, an MA or MSc, and eventually
a PhD or DPhil.
More and more advisers find that having additional qualifications
helps keep them up to speed on personal finance topics. Indeed,
many awarding bodies insist that to keep those precious letters
after their name, advisers must maintain records of continuous
learning, or continuous professional development (CPD).
Having an extra qualification also helps reassure clients
that their adviser takes professional knowledge and continuing
education seriously.
You can be assured you are in safe hands at Independent Options
as Martyn is a Fellow of the Personal Financial Society. This
is the premier qualification for those working in the financial
services profession and is based upon examination passes,
experience and ethical conduct.
This also means that Martyn can use the title “Chartered
Financial Planner” and less than 1% of financial advisers
have attained this level of professional qualification.
|
