Qualifications
Diploma in Regulated Financial Planning (DipPFS)
CII Level 4 Certificate in Pension Transfer Advice
CII Level 3 Award in Long Term Care Insurance
Personal Tax and Trust Planning (AF1)
Pension Transfers (AF7)
Long Term Care Insurance (CF8)
professionally
at work.
Mike is a seasoned Financial Adviser, with an extensive career spanning over two decades in the financial services sector. Since 1998, Mike has been dedicated to empowering clients through comprehensive retirement planning, expert income strategies, and effective Inheritance Tax mitigation solutions.
Mike’s expertise extends beyond client-facing roles, as he possesses a rich history in complex paraplanning. Additionally, Mike’s commitment to excellence led him to spearhead the training and development of a proficient technical support team for financial advisers, ensuring top-notch support for delivering optimal financial strategies for clients.
With a passion for maximising clients’ financial potential and securing robust financial futures, Mike strives to continue innovating and guiding individuals toward their financial aspirations.
personally
at home.
Outside of work, Mike is a proud father of two daughters who keep him on his toes, but he wouldn’t have it any other way. Much of his free time is spent traveling the country to support his youngest daughter at dance competitions. A true food lover, Mike’s passion for cooking led him to attend a residential chef school, where he qualified as a chef. However, he prefers to keep this skill as a hobby, enjoying the creative side of the kitchen in his downtime. Alongside his love for food, Mike is also an avid music enthusiast and a dedicated snooker player, regularly practicing and occasionally competing in local tournaments. He values spending time with his close-knit circle of family and friends, cherishing the moments they share together.
get to know mike
get to know mike
drop us a line
You can read a copy of our Privacy Notice by clicking here.
kind wealth
adds value
When deciding the fees we charge for advice we want to be sure you receive value for money and that the solutions we recommend are likely to deliver your objectives.