CFP, Chartered MCSI, Dip PFS,Cert CII (MP)
Position: Financial Planner
Tel: 01794 517066
Fax: 01794 830807
Mike has over 30 years’ experience in financial services, having worked in the industry since 1985. From 1 June 2020 Mike is stepping back from his role as a Director of the business to focus more on financial planning work with his clients.
Mike advises on a wide range of different issues and is dedicated to providing clients with independent, trustworthy advice.
Mike holds the Advanced Diploma in Financial Planning, and is a Certified Financial Planner (CFP) and Chartered Member of the Chartered Institute for Securities and Investments (CISI). Mike is also qualified to provide Long Term Care advice and guidance on equity release schemes.
Mike’s areas of expertise include:
- Investments and related tax planning matters
- Inheritance tax mitigation and trusts
- Court of Protection related matters (impartial assessments and investment advice)
- Business and family protection
- Long Term Care advice and guidance on equity release schemes