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Susan Martin

Susan Martin of Allocate Wealth Management LTD is based in Auchterarder. Susan has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF1 Director (AR)
CF30 Customer
CPD4 - Personal recommendation on retail investments (not broker funds)

Previous Employment:
Bank of Scotland plc17/09/2007 to 11/11/2012
Halifax Plc24/09/2002 to 17/09/2007
Halifax Life Limited01/12/2001 to 05/06/2003
HBOS Investment Fund Managers Limited24/09/2002 to 05/06/2003
Clerical Medical Investment Fund Managers Ltd01/12/2001 to 24/09/2002
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.