0330 038 8939
Based in Ivybridge
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2016
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Mike and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 April 2025
Mike and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Mike has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mike has received 10 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: 14 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.
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
22
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Mike (based on 22 first impressions)
95% of users who are not yet clients had a positive first experience with Mike
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Mike (based on 22 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Mike and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 April 2025
Mike and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Mike has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mike has received 10 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: 14 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.
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
22
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Mike (based on 22 first impressions)
95% of users who are not yet clients had a positive first experience with Mike
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Mike (based on 22 first impressions)
I am a seasoned financial professional with a mission that goes beyond mundane numbers and spreadsheets. With over 30 years of experience, I am dedicated to ensuring a comfortable retirement for my clients, understanding that emotions often play a significant role in financial decision-making. One of my passions is educating and coaching clients to avoid common mistakes made in the world of investing. I believe in telling people the unvarnished truth about investing, which I find to be the most rewarding aspect of my job. My approach is refreshingly straightforward and devoid of industry jargon that can often confuse investors. For those curious about my approach, a visit to my website, www.saverbehaviour.co.uk, is a must. This website is a treasure trove of information that cuts through the noise and explains financial concepts in plain English. It's a resource that aims to empower individuals with the knowledge they need before making investment decisions. I am also a published author, with my second book, "Mind Over Markets - Uncovering Truths, Overcoming Biases, and How to Secure a Comfortable Retirement," now available on Amazon. In this book, I delve even deeper into the world of investing, providing readers with valuable insights and strategies to navigate the complexities of the financial markets. I am driven by a desire to debunk investing myths and eliminate the unnecessary complexity that plagues the financial profession. I firmly believe in delivering the unvarnished and sometimes uncomfortable truth, rather than offering false comfort through empty promises. As an independent advisor, I have the entire market at my disposal when recommending solutions for clients. This means that I can confidently guide clients towards the right financial decisions for themselves and their families, free from any ties to a limited selection of companies or products. I don't stop at client education and financial advising. I'm also actively involved in shaping the future of the financial services industry. I have served on the committee and steering group of the Devon and Cornwall chapter of the Personal Finance Society, providing a voice to help steer the future of financial services. Additionally, I have contributed to the Parliamentary Finance Review document, influencing the profession's direction on a national scale. I am now a proud member of the Parliamentary Review team, offering insights that can help shape the future of financial services in the UK. At Manning and Company, I, along with my personal assistant Sharon and my team, work backward to help clients achieve their financial goals. We start with the end goal in mind and then meticulously plan the steps needed to reach it. This approach resonates with clients, as it allows them to monitor their progress and make informed decisions about their financial journey. I am not just a financial advisor; I am a dedicated Life Planning practitioner who understands that genuine financial planning goes beyond spreadsheets and statements. I delve deep into understanding clients' aspirations, desires, and dreams because I believe that financial planning should empower individuals to craft moments with their families, cherish freedom, and live life on their own terms. If you're someone who values financial planning and is looking for guidance, I invite you to schedule a no-obligation discovery meeting to find out if we are a good fit. Let's explore how I can help you achieve your financial goals and uncover your financial dreams. Together, we can redefine your financial narrative and help you discover forgotten dreams and reignite your life's wish list with a strategy that's as unique as you are. Embark on your journey to a tailored financial future by diving deeper into enlightened financial strategies at www.saverbehaviour.co.uk. With me as your guide and my new book in hand, you can look forward to a future where financial security is not just a goal, but a reality.
Offers available through VouchedFor
Contact Mike 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 Mike's clients
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Adviser Disclaimer
All initial meetings are entirely at our expense and without obligation. Until I get to know know you and find out just what it is you are trying to achieve, I have no right to recommend any financial product to you. Sometimes I have to tell clients things they do not want to hear. It may be that I point out that they are not on target for their desired savings or pension planning for example, however, honesty, integrity and the truth about money are important to me and this is why I have worked exclusively by referral for over 20 years.