Mike is a Chartered Financial Planner and achieved his Chartered status in 2006. He was amongst the first few hundred financial advisers in the UK to receive the qualification. The title Chartered Financial Planner is the most widely accepted ''gold standard'' qualification available for professional financial planners and advisers in the United Kingdom. Awarded by the Chartered Insurance Institute, the qualification promotes the highest standards of integrity, technical competence and business capability.
Mike provides advice across a broad area, but you would say his ''expertise'' is providing investment advice to business owners and entrepreneurial clients. He manages in excess of £35m in client assets. Mike and other Financial Planners at True Bearing are already actively involved in helping employer's with their Work Place Pension obligations.
Main areas of Expertise:
Auto Enrolment/Work Place Pensions
Corporate Financial Planning
Business Exit Planning
True Bearing Limited
Chartered Financial Planner & Director21 - 100 Employees 2003 - CurrentCo Owner Director
true bearing ltd