Michael Ageev

Chartered Financial Planner


Fellow of the Personal Finance Society (FPFS)

Chartered Financial Planner (CII)

Pensions Transfers (AF7)


Michael worked in Financial Services for 21 years. He holds the Chartered Status and is a Fellow of the Personal Finance Society. Michael helps clients make their finances well-organised and tax-efficient, enabling them and their families to work towards their desired lifestyle and peace of mind.

"Outside of work I spend most of my time with family, organising activities for my 8-year-old son. I also enjoy travelling, cycling and tennis."

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