Our team is at the heart of our business. Our Advisers and Servicing Team deliver consistently high standards and are committed to delivering an excellent customer experience for all our clients.
Mike has spent over 30 years in the life and pensions and the investment industries, having worked at Peter Stewart Associates Ltd. for the past 9 years and having spent the previous 10 years working in the City of London. He has worked both in the UK and in many other parts of the world including South America, North America, the Middle East and Northern Europe. Mike is qualified at CII Diploma level, and holds the Investment Management Certificate (IMC). He is fully qualified to advise on all aspects of the industry.
Mike has over 30 years industry experience and is qualified as a Chartered Financial Planner with the Chartered Insurance Institute.
He focuses mainly on the personal financial planning part of the business with clients, and this work covers areas such as preparing clients pension and investment income needs in retirement and also equity release for clients who require access to extra cash in retirement, from their property.