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 of Sheffield. He holds Chartered Financial Planner status from the Chartered Insurance Institute, together with the Certified Financial Planner designation. Mike is also a Fellow of the Personal Finance Society and a Chartered Member of the Chartered Institute for Securities and Investment.
Mike specialises in creating bespoke wealth management strategies for individual and business clients that preserve, enhance and protect their wealth using the most competitive products, fund managers and tax planning strategies. His wealth management solutions are independently sourced and constructed, which provides clients with the reassurance they are receiving completely impartial advice.