Chartered Wealth Planner
Personal Tax and Trust Planning (AF1)
Advanced Pension Transfers (AF7)
Advanced Diploma in Financial Planning
As an Independent Financial Planner, Michael enjoys creating a bespoke plan so his clients can take control of their financial future. By cutting out the jargon and keeping advice clear and simple to understand, his client’s are able to make informed decisions with the aim of securing their desired lifestyle. Having worked within the profession for over 15 years, Michael tends to specialise in Pensions and Investment Planning. He is licenced as a 'Pension Transfer Specialist' and able to give advice to members of Defined Benefits (Guaranteed) pension schemes. Having been listed in the Guide to Top Rated Financial Advisers in The Times for 2021, 2020 and 2019, he would like to say a big thank you to all those wonderful clients who left a review.
"Outside of work, Michael enjoys taking part in walking challenges, exploring the countryside, 'attempting' to play golf at the weekends and following his favourite football team... Norwich City."
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