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Michael started his career in financial services as an IFA at Northumbria Financial Management in 2000 before moving to Wesleyan Medical Sickness, working as a specialist financial consultant to medical professionals. He stayed in this position for ten years before moving to Mattioli Woods in 2014.
His primary focus is to provide holistic financial planning advice to clients in the North East, Yorkshire and the central belt of Scotland; Michael can be regularly found in our Glasgow and Edinburgh offices. His clients’ needs tend to be sophisticated, covering both retirement planning using SIPP and SSAS structures as well as tax–efficient investments, where asset allocation is paramount. Michael’s particular interests lie within estate planning, protection, pensions and wealth management.
Outside of work, Michael enjoys keeping fit by circuit training and road cycling, and supports Middlesbrough Football Club but he is yet to convince his daughters to share his allegiance!
