Mike joined RBC Brewin Dolphin in 2019 and is a Financial Planner in our Shrewsbury office. He heads up the Financial Planning team and provides advice to a wide range of clients including private individuals, owner-managed businesses and trusts. He specialises in tax efficient investing, pension transfers, retirement income planning, inheritance tax planning, protection and business exits.
He is a big advocate of lifetime cashflow planning and protecting families and businesses against the unexpected. He enjoys the complex technical challenges of the many rules, regulations and products in the industry and tries to simplify these to offer clear advice to clients.
Mike spent the first half of his career at the banks Barclays and HSBC in area management and people development roles. He made a very conscious decision to change direction and get closer to clients, becoming a Financial Planner HSBC in 2013, before moving to Tilney in 2015. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society.