Martin Turbin

• Providing ongoing advice to my existing clients.
• Conducted regular reviews to ensure goals stayed on track.
• Built client confidence and trust through clear, ethical practices.
• Increased assets under management by circa 40%.
• Enhanced client understanding of complex financial concepts through clear communication.

• Checked regulatory requirements and maintained full compliance at all times.
• Built personalised financial plans using each client’s circumstances and priorities.
• Designed retirement plans to support long-term retirement security for clients.

• Propose sound retirement plans that protect long-term income stability.
• Provide tailored financial advice based on each client’s circumstances.
• Enhanced client understanding of complex financial concepts through clear communication.
• Conducted regular reviews of active accounts for maintaining optimal performance levels and ensuring goals stayed on track.

Under the supervision of an authorised individual, I helped

to strengthen client relationships by delivering financial advice aligned with goals.

I was seriously ill for 3 months from Jan 2019 until April 2019 and could not get the company started as I did not have the energy.

Provide ongoing portfolio advice to existing clients, addressing evolving needs.

I was going to be advising clients of Kingswood but got offered a preferable role with Evans Hart Ltd so never started.

I was the managing partner providing ongoing service to existing clients and responsible for growing the business through referrals.

I was also responsible for compliance oversight and money laundering reporting.

Providing ongoing financial planning advice to existing clients and growing the business through referrals.

I was also responsible for compliance oversight and money laundering.

Providing ongoing advice to existing clients.

Providing ongoing advice to existing clients and gaining new clients through referrals.

Providing ongoing advice to existing clients

Providing Independent Financial Advice to existing clients

Providing independent financial advice to existing clients

Providing independent financial advice to existing clients

Providing independent financial advice to existing clients

Providing independent financial advice to leads provided by the company

Providing independent financial advice to existing clients

Providing tied advice to policyholders

Providing supervised tied advice to new prospects

Various accounting roles working in the accounts department of insurance companies, brokers and Lloyd's syndicates