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Martin Berkeley

Martin has over 30 years of professional experience spanning both financial and non-financial FTSE 100 companies including HSBC, Barclays and Logica.

He has wide experience of commercial banking, derivatives, FX and private banking, and has a particular interest in mis-sold investments and structured products.

Martin is a chartered member of the Investment and Securities Institute and has qualifications in financial derivatives and investment management. Martin holds current FCA authorisation and the Cardiff University Law School/Bond Solon Civil Expert Witness Certificate (CUBS) and is fully conversant with the requirements of CPR35.

Martin has worked as a private banker providing financial and investment advice to both onshore and offshore clients. He has traded many foreign currencies (spot, forward and options) when working in the treasury department of a major bank. He is currently on the investment committee of an educational charity.

Martin established the investment proposition for IFAs for a leading stockbroking and investment firm and is a guest lecturer at the University of Reading in Financial Regulation. He also teaches on the MBA Financial Markets course at Manchester Business School and is a lecturer on financial mis-selling at Central Law Training. He is the author of a number of academic articles on finance related matters and was awarded a distinction in his LLM in International Financial Regulation, and his thesis focused on financial advice and suitability.

Martin was named as the derivatives and financial services expert of the year by Lawyer Weekly in 2016 and has extensive experience of acting for claimants, defendants and as a single joint expert in matters relating to banking and financial services in litigation and mediations.

Specialisms include: swaps, derivatives, investments, UCIS (Unregulated Collective Investment Schemes), currency, money markets, wealth management, private banking, offshore, regulation, financial services, suitability and financial advisors. He regularly provides commentary, training and advice to the media, government and regulatory bodies on related financial issues. He continues to advise businesses, charities and individuals on finance related issues in independent practice.




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