Michael began working in financial services in 2007 and has held a variety of roles in the industry ranging from back-office support, technical report writing right up to the current day where he is giving advice. This has given Michael invaluable knowledge in all the differing aspects of designing, building, and delivering tailored financial solutions for clients.
Michael joined the business in 2015 and successfully graduated through the intensive SJP Financial Adviser Academy to become a fully qualified Financial Adviser within the Practice. Michael holds the Level 4 Diploma in Financial Planning and plans to further his studies to become a Chartered Financial Planner soon.
Michael offers a relaxed approach and enjoys helping clients simplify some of the complex financial decisions they are faced with at the various stages in their lives. Michael specialises in Holistic Financial Planning for individuals or business owners which includes Investment, Retirement, Protection Planning and most recently, Later Life Planning. Michael is dedicated in helping clients every step of the way, looking at where they are now, where they want to be, and then designing a plan on how to get them there.
Michael lives in Oxfordshire with his wife, Phi, and cocker spaniel, Bertie.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.