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

Services

Financial Planning

Find out more

Estate Planning & Trusts

Estate Planning
Find out more

Personal 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

Later Life Financial Advice

Our advice evolves as your life evolves.
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

Business Protection Cover

How do I protect my business?
Find out more

let's
 talk...

Fill in the form and we’ll get back to you as soon as possible.

Proud to be associated with

Corporate finance
Chartered accountants
Xero
Somerset business award
Somerset
Regional Top25 list logo South West
Accred 2023 2star
2023 Top25 Best Large Companies 1
2023 No1 Accountancy Firms Logo
B corp mid
Praxity white
Accred 2024 3star

What’s happening at AG.

Collaborative

Collaborative

Impactful

Impactful

Trustworthy

Trustworthy

Progress

Progressive

Newsletter sign up

Sign up & stay informed.