Hi, I'm Michael
Your friendly, local financial adviser in Yeovil, serving Somerset, Dorset, and Devon with honest, straightforward advice
A bit about me
Financial advice doesn't have to be complicated or intimidating. Based in Yeovil, I work with individuals and families across Somerset, Dorset, and Devon to make confident, informed decisions about their money.
I believe in having honest conversations, explaining things clearly, and building relationships based on trust. No jargon, no confusing products - just straightforward guidance tailored to your situation and goals.
As an FCA regulated adviser, I'm committed to putting your interests first. Whether you're buying your first home, planning for retirement, or protecting your family's future, I'm here to help you navigate the options with confidence.
Meet Kiki! She's my cheeky French Bulldog who often rides shotgun to meetings. If you love dogs, let me know and I'll bring her along - she's great at breaking the ice and making meetings more relaxed!
What Drives Me
These aren't just values - they're the foundation of how I work with every client.
People First
Your goals and circumstances are unique. I take the time to understand what matters to you.
Clarity
Financial advice should make sense. I explain things in plain English, not industry jargon.
Trust
I'm FCA regulated and put your interests first. Transparent, ethical advice you can rely on.
Local Expertise
Based in Somerset, I understand the South West market and community.
Qualifications & Regulation
Professional Qualifications
- ✓DipFA - Diploma in Financial Advice
- ✓CeMAP - Certificate in Mortgage Advice & Practice
- ✓CeRER - Certificate in Regulated Equity Release
- ✓CTLI - Certificate in Long-Term Care Insurance
Regulation & Protection
- ✓FCA Regulated & Authorised
- ✓Appointed Representative of The Openwork Partnership
- ✓Professional Indemnity Insurance
- ✓FSCS Protection
Let's Have a Chat
Whether you have a quick question or want to explore your options, I'm here to help. No obligation, no pressure - just honest advice over a cuppa (or virtually).