Michael has been working in financial services for 20 years, with the last 10 of those as an Independent Financial Planner. He is a couple of exams short of being Chartered – which will come over the next few years as he takes exams specific to his role.
Michael loves providing advice to clients – particularly those approaching or at retirement. Helping clients to plan such an important stage of their lives is incredibly rewarding – and a privilege to be trusted to be a part of. He also provides advice on investments, ensuring clients make use of various tax wrappers to increase their wealth.
Michael has a young family, so much of his time is spent at parks, soft play or family days out. He is keen on fitness and enjoys a good session at the gym or a run. He is a keen follower of football and loves music – having a very eclectic taste!
