0330 038 8940
Based in Reigate
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: April, 2021
5 out of 5
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: 27 March 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
8
Recent Client Reviews
Michael has received 8 client reviews in the past 12 months; 80% of these have been verified
Verified reviews: 80%
Michael has received 8 client reviews in the past 12 months; 80% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 16 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 not yet added their fees to their profile
Fees not yet added
Michael has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 4 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 4 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: 27 March 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
8
Recent Client Reviews
Michael has received 8 client reviews in the past 12 months; 80% of these have been verified
Verified reviews: 80%
Michael has received 8 client reviews in the past 12 months; 80% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 16 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 not yet added their fees to their profile
Fees not yet added
Michael has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 4 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 4 first impressions)
With over 25 years of industry experience, I am a Chartered Financial Planner dedicated to helping clients make the most of their wealth and achieve their financial goals. I understand that no two clients are the same, which is why I provide tailored financial solutions, combining honest, pragmatic advice with a truly bespoke approach. I work closely with my clients' solicitors and accountants to develop well-rounded strategies that align with their objectives. Financial planning can be complex, but my goal is to present information clearly and concisely, ensuring clients fully understand their options—particularly in intricate areas such as Business Protection and Inheritance Tax Planning. My expertise spans Pensions, Investments, Discretionary Fund Management, Long Term Care, Pensions in Divorce, IHT Planning, Protection, and Mortgages, offering a holistic and integrated approach to financial planning.
£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
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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