Michael is an experienced Wealth Planner and he manages a broad client base of individual, high net worth and corporate clients. He advises across retirement, investment and inheritance tax planning as well as specialising in employee benefits for his corporate clients and business owners. He is a member of the Chartered Insurance Institute.
We offer a highly personal service from our network of local offices around the UK. Our experts work with our clients over the long term to Protect and Grow their wealth through relevant and timely advice and the active management of their assets.
Our goal is to provide clients with a complete wealth management service combining investment management and wealth planning. As our Wealth Planners and Investment Managers work in tandem, our clients are able to benefit from a level of knowledge and professional expertise that sets us apart.
We also offer corporate solutions to organisations where we provide support to HR departments with employee benefits administration and payroll. In addition, we have a dedicated team working alongside some of the UK’s largest institutions to enhance the returns they achieve on their cash.
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