How can I help you?

I have worked in financial services for 40 years and provide broad-based financial advice, mainly to individuals including directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them the most.

 

Delivering what you really need

My advice covers all areas of wealth management, including retirement planning, wealth protection and investment planning. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

 

What else should you know?

I hold a Diploma in Financial Advice, as well as Financial Planning Certificate part 1, 2 and 3.

Additional areas of expertise

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Testimonials

Susan Smith

Braintree

Michael was able to reassure me and put my mind at ease by providing me with sound and practical advice on a variety of investments, and has patiently explained everything in detail, in language that is easy to understand. He has offered an excellent professional, honest, trustworthy and friendly service and has made the time, above and beyond, to meet me regularly, to discuss and plan my personal portfolio and future investments. I have always felt that he has my best interests at heart and through his extensive expertise has also given me peace of mind which has been a huge relief. He has never applied any sales pressure or hurried me to make a decision and has also ensured that I understood and had the full depth of knowledge, in order for me to make the appropriate decision for my personal circumstances.

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