Financial advice without the snooze button.

Clear, strategic guidance for mortgages, insurance, pensions, and investments across Yeovil, Sherborne, Dorchester, and across Somerset, Dorset, and Devon.

French Bulldog
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Google

Excellent in 2025

Based on 72 reviews

Read reviews on Google
FCA Regulated
Trusted Across the South West

Important Mortgage Warning

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

My Process

Simple, transparent, and tailored to you

1

We Talk

A friendly, no-pressure chat to understand your situation, goals, and what keeps you up at night.

2

I Research

I search across the market to find the best options for you—not what's easiest for me to sell.

3

You Decide

I present clear recommendations in plain English. You make the final call—100% your choice.

What Clients Say

Real reviews from real people

"Michael was very prompt and efficient in arranging our remortgage in Yeovil. His advice was clear and he kept us informed throughout."

— M. Nicholson

Google Review

Why Choose Me?

I Actually Care

This isn't about hitting targets or selling products. It's about making your life genuinely better.

No Jargon, Ever

I explain everything in plain English. If you don't understand something, that's on me—not you.

FCA Regulated

Fully qualified and authorised by the Financial Conduct Authority. Your protection and peace of mind are guaranteed.

Ready to Take Control of Your Financial Future?

Book a fee-free, no-obligation consultation. Let's talk about your goals and how I can help you achieve them.