Michael Seagrove

Director of Financial Planning

t. 01934 529183

e. [email protected]

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.

Michael's Certifications

  • 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 independently assessed by the Society of Later Life Advisors

Insights
& resources
by Michael

Article

March 21, 2023

Business relief - Case study

Services

Financial Planning

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Estate Planning & Trusts

Estate Planning
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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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Retirement Planning

Our Retirement Financial Planning 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?
Find out more

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