What really drives me is interacting with clients and playing an active part in helping them to achieve their future financial goals.
I am committed to building long-term relationships, based on trust and professionalism, providing my clients with advice of the highest standard.
With a complex financial climate and ever-changing client circumstances, I feel that it is essential to write bespoke financial plans for clients to help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
I also work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. Indeed, it is not unusual for me to work alongside a clients’ own professional advisers, making the process simpler and saving valuable time.
Michael’s Formative Years
Prior to this rewarding role, I worked as a Chartered Insurer within Lloyd’s of London, having worked in the industry for 12 years. During this time, I was lucky enough to travel extensively within my role, often presenting at international seminars. I also personally meet with and provided bespoke risk management solutions to many clients around the world.
For the last 10 years I have lived in Crawley with my family and in my spare time enjoy playing Golf and looking after my young daughter at home.