Michael is a Director in the business following its formation in 2011.
He has an academic background in Financial Services having completed the Financial Services degree at University.
Michael is one of just over 900 advisers in the UK to have completed the CERTIFIED FINANCIAL PLANNER certification. This certification demonstrates commitment to the profession of Financial Planning. With currently c 50,000 registered financial professionals in the UK, less than 2% are qualified to this standard.
In addition to this he also holds the level 4 IFS Diploma for Financial Advisers.
Michael also holds a range of additional qualifications including the Society of Trustees and Estate Practitioners Financial Services Certificate, Certificate in Mortgage Advice, Certificate in Equity Release and also the Certificate in Long Term Care.
Michael enjoys helping clients to identify and achieve their financial goals. Michael advises a range of clients of all ages. He has a wealth of experience advising clients Pre and Post Retirement. He lives in Glasgow with clients spread throughout the UK.
He works closely with Solicitors, Accountants and Asset Managers to offer a complete financial planning service.
Michael is married to Jude with one son.
Michael enjoys golf and racquet sports in his spare time.
T: 0141 548 8111
M: 07557 300 763
Location : Glasgow
To view a copy of Michael’s Statement of Professional Standing please click here
To view recent client testimonials please click below