Michael Seagrove
Director of Financial Planning
Michael Seagrove is a Chartered Financial Planner who holds specific qualifications relating to a number of areas including Pension Planning, Taxation & Trusts and financial planning for businesses. Michael has been working in the financial services industry since 2000 and strives to fully understand and establish his client’s financial planning goals and provide “holistic” financial planning advice.
In addition to being a Chartered Financial Planner, Michael holds the following qualifications and professional memberships:
Chartered Financial Planner
Chartered Insurance Institute (CII) Certificate in Life and Pensions
Chartered Insurance Institute (CII) Advanced Financial Planning Certificate
Chartered Insurance Institute (CII) Diploma in Financial Planning
Chartered Insurance Institute (CII) Advanced Diploma in Financial Planning
Certificate in Mortgage Advice & Practice
SOLLA accreditation being independently assessed by the Society of Later Life Advisors
Book an appointment
Insights
& resources
by Michael
Services
Financial Planning
Find out morePersonal Pensions
Retirement planning can be some of the most important financial planning we do as individuals. This kind of planning should be made as early in life as possible, but advice is key throughout both work...
Find out more
Equity Release
There are times when Equity Release can be a useful tool in using the capital tied up in a property to release funds. This could be to supplement a pension, or allow for a one off purchase.
Find out more
let's
Fill in the form and we’ll get back to you as soon as possible.
Proud to be associated with
What’s happening at AG.
A full house for our Bristol Business Club Lunch at Aqua Welshback and economic update from guest speaker Malindi Myers. 💡
Our Bristol Business Club Lunch is just one in a series of networking events we offer. Our business club hosts lunches in Taunton, Yeovil, North Somerset and Dorset too. 🎈
With a whole host of benefits, being part of this exclusive club is good move for any professional looking to enhance their networking and knowledge base. 💬
Sign up today through the link below – it's completely free. 📸
bit.ly/BusinessClubSignUp
19 hours ago
Our latest rural intelligence newsletter is out now, put together by our specialist farms and estates team. 💬
Do you want to be kept up–to–date with the latest topical matters affecting the agricultural sector? Look no further. ✏️
23 hours ago
Collaborative
Impactful
Trustworthy
Progressive