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

Qualifications & Awards

Securities Industry Essentials (SIE)

CISI Level 3

Regions Covered

  • Worldwide