0330 038 8942
Based in South-Shields
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: November, 2023
4.8 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: 22 April 2025
Mike and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
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: 08 April 2025
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
Mike has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Mike has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mike (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Mike
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mike (based on 9 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: 22 April 2025
Mike and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
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: 08 April 2025
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
Mike has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Mike has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mike (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Mike
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mike (based on 9 first impressions)
‘Top Rated Adviser 2021, 2022, 2023 & 2024 as featured in The Times! Mike is an experienced and qualified financial planner with over 25 years’ experience, working in the Financial Services Industry. Mike focuses on helping individuals, families & business owners achieve their goals and ambitions by formulating bespoke financial plans and holding regular reviews. He believes the key to being a good adviser is having a good level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. His convivial yet profession personality allows Mike to easily and successfully build trusted relationships, with new and existing clients. The best bit about his job is the great feeling he gets when you run a cash flow model scenario (see next page) past aclient, and they can start to dream about their retirement or achieving their investment target – the look when they relax, smile and the dream starts to become a reality. That said, he won’t always give clients the answer they’re wanting to hear – instead, he will make sure he really understands a client’s situation and give the answer and advice that is right for them' Finally there won’t be any unexpected fees, and no jargon will be used - Mike will always tell you which parts of the service equire a fee before you commit to any decisions and will explain his recommendations in full, every step of the way! Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 08/11/2023 The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment.
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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
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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Adviser Disclaimer
We are committed to providing products and service of the very highest standards. If you feel that we haven’t lived up to your expectations in any way, we would like to know so we can put things right for you. If you have a complaint make sure you contact us here. We will do all we can to resolve your complaint by the end of the next business day. If we can’t do this, we will write to you within five working days to tell you what we have done to resolve the problem, or acknowledge your complaint and let you know when you can expect a full response. If we haven’t issued our response within eight weeks from the date you first raised your complaint, or if you’re dissatisfied with our response, you can ask the Financial Ombudsman Service – www.financial-ombudsman.org.uk – for an independent review. The Financial Ombudsman Service will only consider your complaint once you’ve tried to resolve it with us, so please take up your concerns with us first and we’ll do all we can to help.