0117 295 0022
Based in Bristol
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FCA status: Certified by Firm
Last checked: 09 March 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
16
Recent Client Reviews
Verified reviews: 100%
Michael has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 14 January 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.
15
Qualifications Uploaded
15 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 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
5
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Michael
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 5 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 09 March 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
16
Recent Client Reviews
Verified reviews: 100%
Michael has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 14 January 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.
15
Qualifications Uploaded
15 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 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
5
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Michael
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 5 first impressions)
I’m an independent financial planner based in the South West, with over ten years’ experience helping clients to achieve their financial and life goals. As a member of the Hartsfield Financial Planning team, my role is to improve my clients’ financial wellbeing. That could mean investment advice, retirement planning, help with pensions, Inheritance Tax planning or finding the best form of insurance to ensure your family finances are protected should life take an unexpected turn. As a holder of the AF7 Pension Transfer qualification, I am able to offer specialist knowledge and advice to clients considering transferring safeguarded benefits. I offer personalised advice in a friendly and approachable way and understand that gaining financial peace of mind is key to my clients. Whatever your goals, I take the time to find out what matters most to you, and tailor my advice and recommendations around your needs, values and goals. As an independent adviser, I am able to offer advice across the whole of the market and you can rest assured the advice you receive will only ever be based on what is in your best interests. At Hartsfield, we’ve built up expertise working with four main groups of clients: • Business owners • Professionals • Those planning for retirement • Those in retirement If you’re in one of these categories, I can help you to identify your financial goals, then provide the advice and support you need to achieve them. You are more than welcome to come to Bristol to our central offices at Temple Quay, to our lovely offices at Hartham Park in Corsham, or to Cambray Place in Cheltenham. Alternatively, I am able to come and meet you in your home if that is where you are more comfortable. Please do not hesitate to get in touch if you have any questions. I look forward to speaking with you.
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
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