APFS, Chartered Financial Planner, Resolution Accredited
Tel: 01794 517066
Fax: 01794 830807
Mike has worked in the financial services industry since 1984 and has been a Director of TRPP Wealth Management since 2005.
As well as advising on a wide range of financial issues, Mike provides specialist advice to family lawyers, their clients and the Courts in respect of how pensions and other investments should be valued and treated when relationships break down.
Mike is known by his clients for being professional and approachable when dealing with sensitive family matters.
As well as being a Chartered Financial Planner, Mike is one of a very limited number of financial advisers in the UK to have been accredited by Resolution for family law matters.
He is also qualified to advise on the complex area of pension transfers, as well as investment planning, inheritance tax and care fees.
Mike’s areas of expertise include:
- Family law and pensions in divorce
- Investments and related tax planning matters
- Business and family protection
- Pension planning
- Inheritance tax planning