Michael joined Wren Sterling in 2015, and has worked as an Independent Financial Adviser for over 30 years. He advises his clients on Pensions, Trusts, Business Succession/Continuity, Protection, IHT, Inflation and Wealth Planning. He is also qualified to support his clients with Defined Benefit Pension Transfer advice where applicable.
Michael’s focus is to understand a client’s future vision before creating bespoke road maps to achieve these ultimate aims and objectives. He continues to work with clients throughout their lives and through regular reviews, keeps the road map firmly on track.
Michael enjoys spending time with his family, and is a struggling 9 handicap golfer.
Financial adviser Halifax
You can get in touch with Michael at our offices in Halifax. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.