Mike joined the firm in February 2010 and is based in Bath. He brings 38 years of experience from a career in financial services which include 23 years working in senior management and technical positions for Norwich Union and Standard Life. The other 15 years has been within the Financial Adviser sector. Mike is a pension’s specialist with wide experience working with defined benefit schemes and also specialises in self invested pensions (SSAS and SIPP). His primary focus is working with business owners but is comfortable advising individuals too.
Mike is one of a few Financial Planners holding the F.C.I.I and Chartered Insurance Practitioner qualifications and has recently completed the final stage of the CFP license and hopes to be able to claim both Chartered and Certified Financial Planner status very soon.