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 statusLast checked: 02 May 2026
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 monthsMichael 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: 14 November 2025
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.
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Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below3 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 belowMichael 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
About
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.
