0330 038 8940
Based in Cromer
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2021
4.9 out of 5
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: 01 May 2025
Michael and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Michael has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Michael has received 9 client reviews in the past 12 months; 100% of these have been verified
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: 03 March 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.
2
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 6 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 6 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: 01 May 2025
Michael and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Michael has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Michael has received 9 client reviews in the past 12 months; 100% of these have been verified
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: 03 March 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.
2
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 6 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 6 first impressions)
With over 20 years’ experience in the world of financial services I’ll be delighted to help you with all areas of your financial planning, including investments, pensions and protection. I qualified as a financial adviser in 2000, and have since worked with large organisations such as Aviva and NatWest, providing bespoke advice and support to suit every clients individual needs, and helping them determine and achieve their financial goals. I’m currently working towards the Chartered Insurance Institute’s Advanced Diploma in Financial Planning and find this additional knowledge really helps with the most important, and enjoyable aspect of my role, which is to make you feel at ease, while I explain often complex areas of financial planning in clear and simple terms, avoiding all the usual industry related jargon. Outside the office I enjoy spending time with my family and have one young son. I’m a keen walker, especially around the North Norfolk coast, and play squash as often as I can.
£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
Household income
Savings
Clients' level of financial expertise
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