Mike has been working in financial services for 26 years. He is a Fellow of the Chartered Insurance Institute (CII), which is their highest awardable academic title. He has advanced qualifications in Pensions, Investments, Taxation and most imporatantly Financial Planning. Mike has a vast technical knowledge, however his key skill is to explain his advice in a clear and jargon free way, ensuring his clients clearly understand the advice they are given.

• Financial Planning Certificate 1
• Financial Planning Certificate 2
• Financial Planning Certificate 3
• Financial Administration FA1
• Financial Administration FA2
• Certificate Level ER1
• Certificate Level CF8
• Certificate Level CF9
• Certificate Level GR8
• Diploma Level J01
• Diploma Level J02
• Diploma Level J08
• Diploma Level MAQ
• Diploma Level SV1
• Diploma Level R01
• Advanced Diploma Level G10
• Advanced Diploma Level G60
• Advanced Diploma Level AF1
• Advanced Diploma Level AF5

• Pensions
• Life Assurance
• Equity Release
• Long Term Care
• Pensions Simplification
• Group Risk
• Personal Taxation
• Trusts
• Financial Planning
• Mortgage Advise Qualification
• Savings and Investments
• Ethics
• Advanced Pensions
• Advanced Taxation and Trusts
• Advanced Personal Taxation and Trusts
• Advanced Hostilic Planning