Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Mobile. 07919 911658
Mike has attained ISO22222 which is a professional framework specifically designed for financial planners, and allows him to demonstrate a commitment of adherence to an internationally recognised benchmark in the UK. Anyone holding this accreditation is demonstrating their commitment to the financial planning process using true ethical behaviour and professionalism, and this commitment is also monitored using ongoing assessment by Standards International to ensure adherence to the standards and also external compliance monitoring.
* CII (DipPFS) - Diploma in Financial Planning
* CII (G10) - Taxation & Trusts
* CII (AF5) - Financial Planning Process
* CII (AF3) - Pension Planning
* CII (J05) - Pension Retirement Options
* CII (J04) - Pension Funding Options
* CII (R02) - Investment Principles & Risk
* CII (CF2) - Investment & Risk
* CII (CF9) - Pensions Simplification
* CII (MAQ) - Mortgage Advice Qualification
* CII (CF7) - Equity Release
* CII (HR1) - Home Reversion Plans
* IFS (AdvCeMAP) - Advanced CeMAP
* IFS (CeRCC) - Certificate in Regulated Customer Care
* IFS (CeRGI) - Certificate in Regulated General Insurance
CII -The Chartered Insurance Institute.
IFS - Institute of Financial Services
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