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
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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...
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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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A Sunday well spent for some of our team as they helped out with Wallace & Gromit's Grand Appeal Grand Walk event at Ashton Court. ❣️
The work they do to help sick children and their families is nothing short of incredible, and we are proud to support them as our charity of the year. 🌠
16 hours ago
Our offices will be closed tomorrow for a whole firm event, and will be open as normal from 8:30AM on Monday 16 September. 🎈
In the event of an emergency, please contact 0330 333 5039. 💬
5 days ago
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