Summary
Mike is a Director of True Bearing and a Chartered Financial Planner. Whilst advising across a broad specturm, Mike particularly enjoys working in the Retirement and Corporate Financial Planning areas. He works closely with the accountancy and legal professions, having developed robust partnerships with companies throughout the North West and London. On many occasions Mike has acted as a strong sounding board for clients to discuss new business ventures, delivering quality input into their decsion making. Tel 01257 260011 or 07984 415631. Email [email protected]
Mike is a Chartered Financial Planner and achieved his Chartered status in 2006. He was amongst the first few hundred financial advisers in the UK to receive the qualification. The title Chartered Financial Planner is the most widely accepted ''gold standard'' qualification available for professional financial planners and advisers in the United Kingdom. Awarded by the Chartered Insurance Institute, the qualification promotes the highest standards of integrity, technical competence and business capability.
Mike provides advice across a broad area, but you would say his ''expertise'' is providing investment advice to business owners and entrepreneurial clients. He manages in excess of £35m in client assets. Mike and other Financial Planners at True Bearing are already actively involved in helping employer's with their Work Place Pension obligations.
Main areas of Expertise:
Pension Planning
Investment Planning
Auto Enrolment/Work Place Pensions
Shareholder Issues
Corporate Financial Planning
Business Exit Planning
Expertise
Mike is a Chartered Financial Planner and achieved his Chartered status in 2006. He was amongst the first few hundred financial advisers in the UK to receive the qualification. The title Chartered Financial Planner is the most widely accepted ''gold standard'' qualification available for professional financial planners and advisers in the United Kingdom. Awarded by the Chartered Insurance Institute, the qualification promotes the highest standards of integrity, technical competence and business capability.
Mike provides advice across a broad area, but you would say his ''expertise'' is providing investment advice to business owners and entrepreneurial clients. He manages in excess of £35m in client assets. Mike and other Financial Planners at True Bearing are already actively involved in helping employer's with their Work Place Pension obligations.
Main areas of Expertise:
Pension Planning
Investment Planning
Auto Enrolment/Work Place Pensions
Shareholder Issues
Corporate Financial Planning
Business Exit Planning
Experience
-
true bearing ltd
- Current
Qualifications
Chartered Financial Planner
Clubs and Associations
Mike is a member of the Personal Finance Society
Interests and Hobbies
Outside of his professional life, Mike is Married with three young children. He is a keen guitar player and runner. In his words: ''when you are running a succussful business and have three young children, there is not a lot of time for anything else, but it is important that you have something that allows you to switch off. Playing the guitar and going out for a run helps''.
