0330 038 8938
Based in Chippenham
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FCA status: Certified by Firm
Mike is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mike's status
Last checked: 03 April 2025
Mike is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mike's status
5
Recent Client Reviews
Mike has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mike has received 5 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: 03 January 2024
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.
Qualifications Uploaded
Mike has not yet added their qualifications to their profile
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Mike has not yet added their qualifications to their profile
Transparent Fees
Mike has not yet added their fees to their profile
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Mike has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mike is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mike's status
Last checked: 03 April 2025
Mike is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mike's status
5
Recent Client Reviews
Mike has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mike has received 5 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: 03 January 2024
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.
Qualifications Uploaded
Mike has not yet added their qualifications to their profile
Qualifications not yet added
Mike has not yet added their qualifications to their profile
Transparent Fees
Mike has not yet added their fees to their profile
Fees not yet added
Mike has not yet added their fees to their profile
Mike entered the world of financial planning in 2021. He completed the CII’s Diploma in Regulated Financial Planning, before joining the team at Cross Border Financial Planning in 2023. Being married to an American introduced Mike to the complexities facing Americans abroad when it comes to their finances. Subsequently, this led Mike to pursue the niche area of expat financial planning, and in turn become US and UK qualified. In addition to being level 4 qualified in the UK, Mike has also completed the American Securities Administrators Association (NASAA) Series 65 exam. Outside of work, Mike enjoys traveling with his wife, playing guitar and trying to make it to the gym where possible!
£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).
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