CHARTERED FINANCIAL PLANNER
- Financial Services
T: 01626 202426
F: 01626 202420
- Associate of the Personal Finance Society (APFS)
- Chartered Financial Planner
- Chartered Insurance Institute (CII) Certificate in Life and Pensions
- Chartered Insurance Institute (CII’s) Diploma in Financial Planning and Advanced Diploma in Financial Planning,
Mike has been working in the financial services industry since 2000 and holds specific qualifications relating to a number of areas including pensions, trusts and financial planning for business, including partnership and director share protection arrangements, relevant life plans and key person protection.
Mike specialises in advising clients in later life, to include income generation in retirement, investment advice, planning for the cost of long term care, estate planning and tax planning. He also provides investment advice to Attorneys, Deputies and Trustees and recipients of compensation awards.
He forms part a specialist team of four chartered financial planners, one certified financial planner and one other authorised advisor, supported by four technical and five administration staff