0330 038 8942
Based in Amersham
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FCA status: Certified by Firm
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Last checked: 02 April 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Recent Client Reviews
Michael has not received any client reviews in the past 12 months
Michael has not received any reviews in the last 12 months
Michael has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Michael has provided information on their typical fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Last checked: 02 April 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Recent Client Reviews
Michael has not received any client reviews in the past 12 months
Michael has not received any reviews in the last 12 months
Michael has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Michael has provided information on their typical fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
My role is to help clients identify their goals, design a strategy to achieve these goals, then continuously monitor and update it in line with changing circumstances. Making your finances well organised and tax-efficient enables you and your family to achieve a better lifestyle and peace of mind. I deal with a diverse range of clients from all backgrounds, including young professionals just starting their journey and those who have already achieved financial freedom. While everyone is different, most people tend to go through similar stages and experiences in life. Having worked in financial services for 20 years, I feel privileged to have witnessed many of these experiences. During these years I have also achieved numerous professional qualifications. I have been awarded the Chartered Financial Planner title by the Chartered Insurance Institute and a Fellowship of the Personal Finance Society. Outside of work I enjoy spending time with my family, travelling, cycling and playing tennis.
Offers available through VouchedFor
Contact Michael through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Michael's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.