Michael is one of our Financial Services Administrators.
He has a background in Financial Services, where he specialised in Pension Administration. Michael decided that his passion for Financial Services should see him branch out into a role where he could look at Financial Planning opportunities for clients in a role that also involved Investments and Protection in a holistic Financial Planning approach.
Michael really enjoys working on clients cases, and seeing the journey of a clients portfolio. In his role, Michael deals with a lot of providers, requesting and chasing information in order for the Financial Planner to analyse and prepare a recommendation for the client. He also helps to finalise the Annual Review Reports that the clients are sent in line with their ongoing service.
Michael is very keen to be able to learn all he can over the next few years, and take his Diploma in Financial Planning. His future aspiration is to become a Financial Planner himself.
Outside of work Michael likes to be out on the river having recently purchased a Freeman 23 River Cruiser. Michael also has 2 young sons who keep him and his Wife very busy.