Martin Kettle

Director Chartered Financial Planner - Apfs @Concerva Limited - Chartered Financial Planners

Manchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2013 — Present

Director Chartered Financial Planner - Apfs @Concerva Limited - Chartered Financial Planners

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Manchester, GB

Concerva specialise in dealing with pensions, investments and IHT planning for High net worth and Ultra high net worth clients principally through referrals from professional connections. We are also heavily involved in the investment of Personal Injury settlements introduced to us by specialist solicitors involved in the catastrophic injury market. Integrity and quality of advice is central to our core values to ensure the client receives the best possible outcomes when dealing with our team of financial planning specialists.Concerva and how we are differentEach adviser at Concerva has an expertise in a different discipline. This means that all advisers will share their specialist knowledge with one another where required, for your ultimate benefit. Collectively therefore, we at Concerva work as a highly qualified team with all areas of advice covered. Additionally all team members are salaried, so there are no incentives for selling products. This together with holding Corporate Chartered Status and having continuity of staff means Concerva are able to achieve and maintain high ethical standards for all those concerned.Values• Professional – doing the right thing • Caring – taking ownership • Realistic – managing expectations • Reliable – always being there

EDUCATION

N/A

The Manchester Metropolitan University

Business Studies

SKILLS

Critical IllnessFinancial ServicesPension FundsWealth ManagementWealthDefined BenefitAsset ManagementFinancial AdvisoryInsurancePortfolio ManagementMutual FundsSavingsTrustsStrategic Financial PlanningEstate PlanningInvestment StrategiesAsset AllocationInvestment ManagementRetirement PlanningWealth Management ServicesRelationship ManagementLong-Term CareNew Business DevelopmentHigh Net Worth IndividualsWealth AccumulationFixed AnnuitiesFinancial PlanningInvestment AdvisoryBusiness DevelopmentPensionsRetirementFinancial PlannersSalesIncome ProtectionInheritance Tax PlanningBusiness Relationship ManagementInvestmentsCrmRisk ManagementProposition Development

ABOUT MARTIN KETTLE

I joined Conçerva in September 2013 after nearly 18 years working with Aegon in the North…

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Martin Kettle — Director Chartered Financial Planner - Apfs at Concerva Limited - Chartered Financial Planners in Manchester, GB | Unifers