Following fifteen years in accountancy and the retail sector. Michael began his career in financial services in 1985 with Sun Life, based in Bristol, opening their Bath office four years later. With colleagues he formed his own independent practice in Bath in 1991 growing the business to fourteen advisers with offices in Chippenham, Cardiff and Salisbury merging with a London based company in 2005. Following further mergers and restructuring Michael joined Beckford James in January 2015.
Within the past thirty years Michael has focused his business predominantly on the senior sector of the population advising and assisting with all aspects of financial, trust, tax and later life planning. Working alongside accountants and solicitors and with first hand personal family experience Michael’s aim is to utilise his knowledge to provide solutions to the financial problems that face many people in the ever increasing retired sector of the country’s population.