Michael Seery

Michael Seery

Michael Seery Financial Planning Ltd

Minimum savings/pensions: Any amount

0330 038 8939
Based in Newcastle-upon-Tyne
View location

Verified since: March, 2025

5 out of 5

32 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 03 April 2025

  • 29

    Recent Client Reviews

    Verified reviews: 100%

  • Restricted Financial Adviser

    Last checked: 03 February 2025

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

  • Transparent Fees

    Michael has provided information on their typical fees

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Michael

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 03 April 2025

  • 29

    Recent Client Reviews

    Verified reviews: 100%

  • Restricted Financial Adviser

    Last checked: 03 February 2025

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

  • Transparent Fees

    Michael has provided information on their typical fees

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Michael

I'm a CII/PFS Level 4 Diploma qualified Regulated Financial Planner with over 18 years’ experience within Financial Services sector, studying towards his Chartered/Fellow status. As a dedicated and client-focused Financial Adviser, I am committed to providing clear, tailored, and practical advice to help my clients achieve their financial goals. With 18 years of experience in the industry, I have worked with individuals, families, and businesses to navigate complex financial decisions with confidence. My goal is to build lasting relationships based on trust, integrity, and results. I look forward to working with you and supporting your journey towards financial success. Michael Seery Financial Planning Ltd are proud to be a partner of M&G Wealth Advice who are backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years. Michael Seery Financial Planning Ltd advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service. My aim is to help people make smarter financial decisions with clear, straightforward advice. Whether you're saving for the future (retirement), looking to invest, or trying to manage your budget better, I provide practical guidance tailored to your needs. My goal is to take the stress out of money matters and help you build confidence in your financial future. No complicated jargon—just easy-to-understand solutions that work for you. In my spare time, I love to spend his time with my wife and three boys, in addition to following my boyhood football club, Newcastle United.

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

Clients' level of financial expertise

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Age group

18-3435-4445-5455-6465+

Clients' level of financial expertise

LowAverageHighVery high

Reviews of Michael

Are you a client of Michael? Write your own review
Review

by a verified client in Northumberland

14 hours ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Advice

How has Michael Seery helped you?

Given great financial advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Tyne and Wear

3 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Transferring my pension from a workplace pension needed advice and guidance.

How has Michael Seery helped you?

Michael has provided consistently clear and valuable advice when moving my workplace pension into retirement fund, and also support during a divorce pension split.

Have you seen the outcome you were hoping for?

I am very happy with how my retirement account is being invested/managed and having Michael on hand to answer any questions I may have.

Review

by a verified client in Northumberland

5 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was selling my business and had various pensions built up over the years. Was not sure how to do this.

How has Michael Seery helped you?

Michael advised me of the best way to consolidate the various pensions and plan for my retirement.

Have you seen the outcome you were hoping for?

I have seen the outcome I was hoping for.

What could they have done better?

Michael has handled everything to a really satisfactory standard. Really happy with his communication and straight talking.

Review

by a verified client in Northumberland

6 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We needed some advise on were to put are savings me and my husband are very careful with are money we have worked very hard and wanted some assurance on were to go for our retirement so we met Michael over 12 years ago and we haven't looked back he is a lovely person so down to earth and explains everything to us i trust him with all my heart and our money we are very happy with Michael

How has Michael Seery helped you?

Are Michael has helped us all through the time weve been with him kept in touch all through Covid explained what was happening with our money and how things will get back to normal he's always at the end of his phone if you need any thing you need to talk him about

Have you seen the outcome you were hoping for?

Yes 100% he's always there for us through thick and thin fanatic person

What could they have done better?

Nothing he's helped us Advised us he is spot on knows what he's talking about updates you on everything that's going on all the changes that are happening we are very happy what Michael as done for us best thing for us was meeting Michael

Review

by a verified client in Northumberland

9 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I have been with Michael for many years now when I wanted help with my finances in particular my savings and later to prepare for early retirement.

How has Michael Seery helped you?

Greatly over the years with his knowledge, experience and advice. Michael thoroughly explains everything and provides you with options based on regular assessments/reviews, understanding what you want/planning for in the future.

Have you seen the outcome you were hoping for?

Yes and given me the confidence to save and invest.

What could they have done better?

Nothing.

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Adviser Disclaimer

Michael Seery Financial Planning Ltd is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.