This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management
With more than 10 years in the role, Michael thoroughly enjoys working holistically with individuals and their families, creating tailored solutions to optimise savings and protect both their health and wealth over the long term - ultimately aiming to achieve their own financial freedom. In addition, he also supports small and medium sized businesses with Pensions, Employee Benefits and Tax efficient solutions, that only an FCA approved Adviser can access. Fundamentally Michael will ‘listen’…. he will then ‘assess’ the best solution for your circumstances, and then ‘recommend’ your own unique plan as tangle value. And then he continue to ensure it meets your objectives ‘for years’ to come.
He works hard to build trusted relationships and prides himself on providing a high-quality service always ensuring his financial solutions are delivered with a high degree of professionalism and integrity.
Michael is part of Alexander House which is a National business built on excellent service and traditional values, meaning you can trust us to give you the best financial advice and know you are safe in our care. With the support and backup of a FTSE250 business called Quilter, we will constantly look to the future, so we can help you successfully negotiate yours. You will be offered the choice between a traditional face-to-face meeting or a 'virtual' Skype/Zoom meeting at a time convenient to you and you will be kept updated of progress throughout the advice process.
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