Our Experience

Michael achieved a BA (Hons) degree in Business Studies. As part of the course, Michael completed a placement year 2006-07 within a well-recognised, FTSE 100 wealth management firm. After graduating in 2008, Michael decided to develop a career as a Chartered Financial Planner and began studying for the Certificate in Financial Planning.

Qualification achieved – Certificate in Mortgage Advice, Certificate in Financial Planning - CertPFS, Diploma in Financial Planning – DipPFS.
Michael joined a FTSE 100 wealth management firm as a Life and Pensions Administrator. Throughout this time Michael learned the fundamentals of the financial planning process and was responsible for liaising with clients, head office and panel providers, producing illustrations, creating business submissions, processing and submitting protection applications, monitoring and chasing work within the pipeline, registering policies in trust and administrating mortgage application

Michael joined a well-established independent financial advisory company initially as a Life and Pensions Administrator until he was promoted to para planner. The role involved analysis, researching and writing of suitability reports for clients, monitoring and approving a range of structured products suitable for use by the advisers and responding to technical queries from clients and advisers. To gain a greater insight, Michael would attend client meetings out of normal work hours. All meetings were led by an authorised adviser, providing the ideal environment to learn the next stages of the financial planning process and witnessing in real time, the clients’ objectives being met.

Advanced Diploma in Financial Planning - APFS, Fellow and Chartered Status in Financial Planning - FPFS. Michael joined a well-regarded FTSE 250 stockbroking company continuing in the role of para planner. The move enabled Michael to gain further insight into discretionary investment philosophies alongside fund portfolio strategies. During this period Michael was heavily involved in inheritance tax savings/succession planning and pre and post-retirement planning.

Having achieved chartered status and becoming a fellow coupled with his experience to date, Michael took on the role of Chartered Financial Planner with an independent financial advisory company. During this time Michael successfully built up a well-established client bank. Michael featured in the Citywire Top UK under 35 Rising Stars (2016).

Michael moved to an expanding national independent financial advisory company dealing with financial planning for higher net worth individuals.