Michael is a fully qualified Financial planner with over 30 years of experience in the financial services profession. He specialises in designing and implementing financial planning strategies for retired clients or their Attorneys or Deputies. These plans cover both post retirement issues and planning for a life that may need to take into account future care costs, and the implications of long term care.
He holds specialist qualifications covering Later Life advice and is accredited by the Society of Later life advisers (SOLLA) as well as been a member of SYMPONIA.
“We help elderly clients and their families to achieve positive outcomes. Deciding on the best options in relation to ongoing care can seem like a minefield and at times be extremely daunting.
We can help by steering a safe passage and offering clear guidance. Our experience helps to bring peace of mind at a difficult time.”
How colleagues would describe him
Creative, loyal, caring and a people person who loves to help make a difference.
Most enjoyable aspect of working at Ardent
When you are involved with a business and see it grow with an ethos that is client-focussed and forward thinking, that’s fantastic.