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ENGLEMAN WILLS + POWERS OF ATTORNEY + PROBATE + EQUITY RELEASE 01268 761022 / 07901 948745

About Martin Engleman

 

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

 
 
Martin Engleman
 
 

 Career History ~ Experience ~ Qualifications 

 

Martin's Legal Services practice clients now number 508 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.

His specialty is arranging Wills, Powers of Attorney, Discretionary Trusts, Estate Planning, Inheritance Tax Planning and provision of Funeral Plans and Probate services, all offered on a home visit basis, available at weekends too, covering Essex, East London, Herts and Kent.

In a career spanning 50 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 objective 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  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 £2.5 million.

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, Equity Release and Successful Networking.

Martin is married, with three children and five grandchildren, and currently teaching grand-daughter Iliana, aged 10, chess and draughts.

His hobbies are table tennis, playing 12 string semi-acoustic guitar, 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.

 

Engleman Wills + Powers of Attorney + Probate + Equity Release

On behalf of APS Legal & Associates Ltd, Head office: Worksop Turbine Innovation Centre, Shireoaks Triangle Business Park, Coach Close, Worksop, Nottinghamshire, S81 8AP

APS Legal & Associates is a member of the Institute of Professional Willwriters

APS Legal & Associates complies with the Trading Standards Institute Approved IPW Code of Conduct

Martin Engleman

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