Rotherham
Michael wanted to join an established planning firm that has the feel of a local office – whilst being part of a larger national company – where great outcomes for clients are the main priority.
Michael has been working in financial services for 20 years, with the last 10 of those as an Independent Financial Planner. He is a couple of exams short of being Chartered – which will come over the next few years as he takes exams specific to his role.
Michael loves providing advice to clients – particularly those approaching or at retirement. Helping clients to plan such an important stage of their lives is incredibly rewarding – and a privilege to be trusted to be a part of. He also provides advice on investments, ensuring clients make use of various tax wrappers to increase their wealth.
Michael has a young family, so much of his time is spent at parks, soft play or family days out. He is keen on fitness and enjoys a good session at the gym or a run. He is a keen follower of football and loves music – having a very eclectic taste!
Check out Michael’s VouchedFor profile here.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
