Chartered Financial Planner
Advanced Financial Planner (APFS)
Michael has a career in Financial Services and Financial Planning spanning over 30 years, having gained the Advanced Financial Planning Certificate and Chartered Status in 2005. Starting his career in Banking and Insurance, Michael has worked within Chartered Accountancy Practices since 2001, recently joining Succession Wealth when Pannells Financial Planning was acquired in 2022. Michael has developed and maintained strong relationships with clients and their families, creating robust financial plans to help them work towards their goals and objectives.
I live on the South Coast and enjoy keeping fit through running, golf and playing badminton (my rugby playing years are behind me, but I still enjoy supporting the local team). I enjoy travel but also make use of the brilliant natural area in which we live
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
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