0330 038 8939
Based in Blandford-Forum
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Last checked: 08 April 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
2
Recent Client Reviews
Michael has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Michael has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Michael has provided information on their typical fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Michael
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 7 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Last checked: 08 April 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
2
Recent Client Reviews
Michael has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Michael has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Michael has provided information on their typical fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Michael
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 7 first impressions)
My aim is to build long lasting relationships with each person I take on as a client, treating each client with equal importance and committing to seeing them on a regular basis to ensure that I am providing as much value as I can. Since 1997, I have helped hundreds of individuals and families to invest their money wisely and achieve their ideal retirement. I work personally with clients to help them understand their options and construct strategies and solutions tailor-made for their circumstances. I accomplish this through retirement planning, investment management, tax planning and wealth preservation. I live near Blandford with my wife and two children. Outside of work I enjoy playing squash, racketball and golf - and mountain biking too!
Offers available through VouchedFor
Contact Michael through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Michael's clients
Based on responses provided by clients who have reviewed this adviser
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