Michael is a Financial Planning Director and is Head of our Newcastle office. He has worked in Financial Services since 2000. He provides financial planning and wealth management advice to private individuals, families and business owners.
Michael is a Fellow of the Personal Finance Society, a Chartered Financial Planner, a BA (Hons) graduate and has advanced qualifications for pension and investment advice. He is very experienced in providing clients with a holistic financial planning service including advice on matters such as retirement income planning, investment management, business exits, tax efficient wealth structuring and estate planning. He has a particular interest in cashflow modelling and providing clients with the peace of mind to live their lives the way they want, unburdened by financial worries.
Michael is passionate about the benefits financial planning can offer and he truly enjoys being involved in a client’s financial planning journey and the peace of mind it can bring.
Michael lives in Edinburgh with his wife and 2 children.