0330 038 8940
Based in Rotherham
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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: 14 May 2026
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
11
Recent Client Reviews
Michael has received 11 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Michael has received 11 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: 24 October 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.
Qualifications Uploaded
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Michael has not yet added their qualifications to their profile
Transparent Fees
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Michael has not yet added their fees to their profile
About
Michael wanted to join an established planning firm that has the feel of a local office – whilst being part of a larger national company - where great outcomes for clients are the main priority. Michael has been working in financial services for 20 years, with the last 10 of those as an Independent Financial Planner. He is a couple of exams short of being Chartered – which will come over the next few years as he takes exams specific to his role. Michael loves providing advice to clients – particularly those approaching or at retirement. Helping clients to plan such an important stage of their lives is incredibly rewarding – and a privilege to be trusted to be a part of. He also provides advice on investments, ensuring clients make use of various tax wrappers to increase their wealth. Michael has a young family, so much of his time is spent at parks, soft play or family days out. He is keen on fitness and enjoys a good session at the gym or a run. He is a keen follower of football and loves music – having a very eclectic taste!
