Martin Tilley

Chief Operating Officer @Wbr Group - Ssas Tax Law Actuarial

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

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WORK HISTORY

Jan 2023 — Present

Chief Operating Officer @Wbr Group - Ssas Tax Law Actuarial

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WBR Group delivers excellent outcomes for business owners, SMEs, entrepreneurs, and families through our extensive experience in Small Self-Administered Scheme (SSAS) administration, actuarial and property solutions allied to our specialist tax advisory services. The UK\'s largest independent provider of SSAS services. A SSAS is a powerful tool for retirement and business planning, and WBR are dedicated to providing you with a personalised and proactive administration and professional trustee service. Bringing cutting-edge tax expertise to your clients, WBR tax experts have amassed over 100 years’ experience, within top 10 accountancy firms. They advise a wide range of clients - from high-net-worth individuals to multi-national companies – on matters that span the tax law spectrum.” Director responsible for Operations and HR

EDUCATION

1982 — 1984

Central Sussex College

BTEC Business & Finance

1990 — 2022

Pensions Management Institute

Pensions

1997 — 2022

Chartered Insurance Institute

Diploma in Financial Services DipPFS, Life & Pensions

1977 — 1982

Weald School Billingshurst

High School/Secondary Diplomas and Certificates

1994

Pensions Management Institute

Fellow of the Pensions Management Institute

1970 — 1977

Rudgwick Primary

General Studies

SKILLS

Self-Invested Personal Pension (Sipp)WealthRisk ManagementInvestment StrategiesPension AdministrationSipp Property PurchaseStrategic Financial PlanningRetirementRelationship ManagementPortfolio ManagementFinancial AdvisorySavingsMaintaining Strong Client RelationshipsInvestmentsCustomer ServiceKey Client RelationshipsTechnical PresentationsDefined ContributionPensionsBusiness Relationship ManagementTechnical WritingPension FundsInvestment AdvisoryRetirement PlanningPublic SpeakingSippWealth ManagementFinancial ServicesMarketing StrategyNew Business DevelopmentPublic RelationsFinancial PlanningStrategyHigh Net Worth IndividualsSmall Self Administered Schemes

ABOUT MARTIN TILLEY

43 years in the Executive and Self Invested pensions profession, at insurance companies…

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Martin Tilley — Chief Operating Officer at Wbr Group - Ssas Tax Law Actuarial in Horsham, GB | Unifers