Expertise

  • Retirement Options
  • Pensions on Divorce
  • Pension Transfers
  • Pensions
  • Pensions Freedom
  • Pension Planning
  • Investment
  • investment planning
  • Financial Planning


Summary

  • Chartered Financial Planner
  • Fee Based IFA
  • Award Winning Pension Consultant
  • ring me on 01204 383930 for a chat about how I can help you

I have been involved in complex pension advice for over 30 years, investment advice for over 20 years and long-term care advice for over 15 years. I have been offering advice, and expert reports, on pensions and divorce for over 20 years and been involved in pension transfer advice for over 25 years.

In August 1993, I set up a Financial Services Department for a 200-year-old firm of regional solicitors. I ran this department until January 1999. During this time, I obtained substantial experience in relation to pensions and other financial aspects of matrimonial settlements.

I was one of the first IFAs to obtain Law Society authorisation as a qualified person and was the first North-West based IFA authorised in Corporate Pensions.

In October 2009, I attended the Resolution IFA Financial Planning and Divorce course. I remain an Affiliate Member of Resolution.

 

 

Expertise


Pensions on Divorce, Retirement Options, Pension Transfers


Experience

  • Professionally Connected Financial Planning

    Owner
    1 - 5 Employees 1999 - Current
    Professionally Connected Financial Planning

    Partner from 1 February 1999 to 30 June 2008, when I bought out my partner and became sole owner of PCFP

  • Professionally Connected Financial Planning

    - Current
    Professionally Connected Financial Planning

Education History

  • Mathematics

    The University of Manchester
    1982 - 1985
    2(2) Joint editor IOTA - maths student magazine
  • A levels

    Newman College Preston
    1980 - 1982
    Maths, Further Maths, Physics A levels Maths S level
  • O Levels

    Preston Catholic College
    1975 - 1980
    11 O levels The Catholic College became Newman College whilst I was there
  • Primary school

    Euxton St Marys
    1969 - 1975

Qualifications

  • Chartered Financial Planner
  • Associate of the Personal Finance Society
  • I was awarded the Chartered Insurance Institute/Scottish Equitable K10 Retirement Options Merit Award for 2002

Clubs and Associations

  • Immediate Past President and current Council Member of the Manchester Chess Federation
  • Former Secretary of Forever Bury - the Bury FC Supporters Trust
  • Long time very small shareholder of Bury FC, constantly amazed by the Directors (past and present) running of the business
  • Immediate Past President of Bury Chess Club, current MCF rep and former secretary and team captain

Interests and Hobbies

  • Chess
  • Reading
  • Walking
  • Swimming
  • Bury Football Club (teetering on the brink of insolvency!)
  • I am a widower with an 11 year-old daughter, so I spend most of my time ferrying her to activities!


Email Mick

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