Mike helps people make long-term plans for the best possible financial futures. He became a financial adviser in 2024, at first focusing on retirement planning before broadening out to offer investment and wealth advice too. Whatever he’s helping with, he aims to help people achieve financial comfort and security for themselves and their loved ones.
He joined us in 2021 as a Pension Investment Specialist, dealing with the more corporate side of retirement savings. That followed a range of different roles at Quantum Advisory, Capita Employee Benefits and alltrust, where he developed his financial services knowledge and experience with a mix of pension and investment-based roles.
He’s supported his practical knowhow with equity release, mortgage advice and regulated financial planning qualifications from the Chartered Insurance Institute. All that financial knowhow builds on his Swansea University BA in Accounting and Business Management.
Mike lives in South Wales with his wife and their border collie. When he’s not in the office you can find him playing cricket, golf or football, watching sport and taking part in local pub quizzes. He’s also a trustee of the Friends of Rwandan Rugby charity.
