Michael Harvey

*Top rated: Michael was included in the 2019 and 2020 VouchedFor Guide's to the UK's Top Rated Financial Advisers in the Times.* Michael is a Chartered Member of the Chartered Institute for Securities and Investment (CISI) and an Associate of the Personal Finance Society (PFS). He has 15 years’ experience as a planner to private clients and is a CISI CERTIFIED FINANCIAL PLANNER professional, Chartered Financial Planner and Chartered Wealth Manager. He is a Director of Charters Private Wealth, of Stratford-upon-Avon—Warwickshire’s go-to wealth planners for successful CEOs, business owners, entrepreneurs and HNW individuals. Michael has the expertise, knowledge and experience to help you to assess all of your choices so you can make informed decisions about what you want from life both now and in future. He has been assessed to make sure he meets rigorous international competency, professional and ethical practice standards. This means that not only will you have peace of mind regarding the technical accuracy of his advice but also the integrity that underpins it. He’ll work with you to make sure you’re in control of your finances and realise your life goals. Michael’s ultimate aim is to help you answer some of life’s really big questions, such as: • When can I afford to stop doing what I no longer particularly enjoy and start doing more of the things I love instead? • Am I taking too much risk with my investments? • Would my family be able to cope without me? • How can I reduce my tax liabilities? • Can I sell my business? With Michael’s help, you can be in total command of your financial affairs—for the rest of your life. Outside of work Michael is a keen member of the National Trust and loves travelling to new places and exploring the British countryside. He also enjoys keeping up to date with all things financial, Rugby Union, F1 and is a secret lover of The Great British Bake Off. Most mornings you’ll find him at Virgin Active doing his best to keep fit! FAVOURITE FILM: "Shawshank Redemption" FAVOURITE FOOD: "It’s a toss-up between a good fillet steak and a Thai green curry" Is it time you took charge of your financial future? If the answer is YES, then contact Michael without delay!