Director and Chartered Financial Planner, LLB FPFS CFPCM
Mike is a Director of B & S Financial Management Limited and is responsible for running our financial planning and wealth management services. He has over 20 years’ experience in the financial services industry and specialises in providing independent wealth management services to private clients and Trusts. Mike is a Law graduate from the University […]
Operations Manager and PA
Dawn is responsible for ensuring the smooth and efficient operation of our office and keeps our data systems accurate and up to date. She has been with the company for over 20 years and provides valuable support to Mike, acting as the first point of contact for many of our clients.
James provides technical and administrative support to Mike and his clients. He helps ensure that client records are in order and liaises with investment and product providers in order to deliver a high quality ongoing service to our clients.