Telephone: 01225 437600
Mobile: 07740 168870
Senior Financial Planner
After six years with Sun Life, Michael 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 and joining Beckford James in 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 growing financial problems that many now face.