Main News Desk

Leading financial planning expert joins Dickinson Dees

March 11, 2008

Financial planning expert Martin Lebovitch has joined top North East law firm Dickinson Dees to take up a senior position in its Wealth Management department.

Martin, who is highly regarded as a financial planner, joined Dickinson Dees from major accountancy firm, Baker Tilly Financial Services.

In addition to general investment planning, Martin is acknowledged for his expertise in dealing with all aspects of pensions and how individuals can maximise valuable tax breaks to plan for retirement.

Martin has recently been working with a number of owner-managed business clients to re-organise their pension affairs to take full advantage of the opportunities created after several legislative reforms.

Executive quote

Andrew Weaver, Director, Dickinson Dees Wealth Management, says: “We welcome Martin to the team and look forward to working with him and benefiting from his experience.

“He is an excellent addition and strengthens further the depth of knowledge and expertise we can offer to our clients.

“Martin’s appointment is further testament to Dickinson Dees’ commitment of providing both top class legal and financial services under one roof.”

Customer quote

Martin says: “I am delighted to join Dickinson Dees and to work with its highly experienced Financial Planning team. My role will be to help clients position their wealth to achieve long-term goals and to advise clients on tax-efficient investment portfolios.

“As an affiliate member of Resolution, I will also advise clients and solicitors on the optimum use of pension benefits in divorce proceedings.”

About the company

Dickinson Dees is one of the UK’s leading regional law firms. Based in the North of England, with 78 partners and 925 people in all, the firm provides legal services to corporate, commercial, public sector and private clients across the UK.

Dickinson Dees prides itself on the high quality and personal service it offers clients, providing complete transparency from pitch to proposal to project. Its stable partnership and high growth rate make it one of the most successful law firms in the UK today.

The firm counts some of the UK’s largest organisations amongst its clients including major banks, industry and retailers. It also supports some of Britain’s fastest growing dynamic young businesses. Recent multimillion pound deals have included work for major national plcs. It also has a large public sector client base including local authorities across the country from London to the North East, major health and other public service institutions as well as national and regional government departments and organisations.

A national business with strong regional roots, Dickinson Dees attracts legal talent locally and from across the nation to join its five offices across Newcastle, the Tees Valley, Yorkshire and London.

Its partners sit on some of the UK’s most important public and private sector bodies including Family Law Association, Royal Town Planning Institute, STEP - Society of Trusts and Estates Practitioners and The Royal Institute of Chartered Surveyors (RICS).

Contact details

Account manager at LEWIS, the PR agency

Tel: +44 (0) 161 601 7740

Fax: +44 (0) 161 601 7741

Email: dickinsondees@lewispr.com
Website: www.lewispr.com

Technorati tags: Dickinson Dees | Lebovitch | Financial planning |

Bookmarklets:

Recent Press Releases

2010 Archive

2009 Archive

2008 Archive

2007 Archive

Jump to: