Director and Financial Planner
Mike’s role is to jointly run the practice and personally provide advice to around 85 clients, made up mainly of small company directors, retired professionals and family trusts. He is a Certified Financial Planner, a Chartered Wealth Manager, and was a founding Chartered Marketer when the institute of Marketing received its Royal Charter in 1998.
He currently serves on two committees of the Chartered Institute for Securities and Investment (CISI), The Financial Planning Forum and the Accredited Financial Planning Firms committee. Mike has previously served on the board of the Institute of Financial Planning and over the years has won several awards in the annual 'Financial Planner of the Year' competition.
Mike spent the early part of his financial services career primarily in broker development and management.
His spare time nowadays generally involves some grandfathering duties!