Michael Seagrove

Financial Planning Director

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

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Financial Planning

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Estate Planning & Trusts

Estate Planning
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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...
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Later Life Financial Advice

Our advice evolves as your life evolves.
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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.
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Business Protection Cover

How do I protect my business?
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