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

Posts

Planning for care home fees

It is important to undertake some planning for care home fees. Care is very expensive and a far greater threat to your wealth preservation than Inheritance Tax. The average cost…

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