0121 659 8159
Based in Birmingham
View locationChecks carried out by VouchedFor
FCA Regulated
Michael and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 30 April 2025
Michael and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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: 19 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.
13
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 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 not yet added their fees to their profile
Fees not yet added
Michael has not yet added their fees to their profile
33
Positive First Impressions
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 33 first impressions)
91% of users who are not yet clients had a positive first experience with Michael
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 33 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Michael and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 30 April 2025
Michael and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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: 19 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.
13
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 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 not yet added their fees to their profile
Fees not yet added
Michael has not yet added their fees to their profile
33
Positive First Impressions
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 33 first impressions)
91% of users who are not yet clients had a positive first experience with Michael
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 33 first impressions)
Having graduated from the University of Birmingham in 1999 he began his career in financial services and has since gained diverse experience in both the Independent and Banking sectors. He is a Chartered & Certified Financial Planner advising private and corporate clients on a wide range of issues, working with fellow professionals such as solicitors and accountants, and their clients, over a range of disciplines. He believes that ongoing technical development, whilst providing quality holistic financial planning, ensures the client relationship is a long term one. As a mark of his professionalism Michael is currently serving as an external specialist assessor for candidates sitting the CISI Diploma in Financial Planning qualification, one of the highest qualification levels a financial adviser can aspire to. Michael is a proud ‘Brummie’ and actively promotes collaboration and unity in all parts of the city, being recognised as Birmingham Young Professional of the Year – Financial Services 2012. When not working, Michael is a keen skier, mountain biker and white collar boxer, also taking part in a range of charity sporting events such as the three peaks challenge and London to Brighton off-road bike ride.
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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Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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