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Wakefield
The engine room of our business is technically competent but we keep client facing financial planning simple by using jargon free language. I work only with clients that I can communicate with effectively. We are authorised and regulated by the FCA with FCA Firm Reference Number 926629
Jayne Bailey
Having always been sceptical of Financial Advisers, it is refreshing to have met Michael.
He is not intrusive. He is re-assuring and knowledgable in his field and takes the time to explain, in layman’s terms, the various investment plans that might suit my circumstances at any given time.
A very likeable individual who has now become a family friend as well as our adviser.