Location: Liverpool Office
BSc (Hons) Psychology
Certificate in Mortgage Professionals (Cert CII (MP))
Certificate in Life & Pensions (Cert CII (Life & Pensions))
Certificate in Equity Release (MP & ER)
Award in Long Term Care
Diploma in Financial Planning (Dip PFS)
Associate Member of Institute of Professional Will writers (AIPW)
Mike can help you with…
Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
Mike has worked in Financial Services since 2008, having previously completed a degree in Psychology and spending his early working life in engineering sales. After qualifying, Mike became one of the youngest authorised Independent Financial Advisers in the country.
He believes the grounding of any financial advice comes from a strong relationship and trust between client and adviser, as such he strives to build a close professional relationship with each of his clients ensuring they all receive the high level of service he is proud of.
Working with both personal and corporate clients, he effectively ensures they achieve their aims and objectives through suitable and appropriate bespoke advice. He can provide advice in all areas of financial planning, holding a range of qualifications listed above.
Mike really enjoys helping people and giving his clients a good night’s sleep knowing that he is looking after them.Outside of work…
Mike’s hobbies are Football, Boxing and Golf – participating and watching! He also likes playing squash.
He and Gemma have two Sons, Thomas and Ben and they have a dog called Toffee.
As a family they love to holiday. They also have a static caravan in North Wales and spend many weekends in the year discovering new areas of North Wales and relaxing in their home away from home.
Mike chose Mexican when asked about his favourite food.