Michael has extensive financial service experience having held senior roles level within many prominent UK companies. In the UK, he is a qualified member of the Personal Finance Society. Michael specialises in helping resident British Expats and people with UK work history with pension planning and holistic financial advice.
Now based in Miami, he is best placed as an expat himself to help guide his clients through the potential pitfalls of international financial red tape and regulation.
By gaining a deeper understanding of his client’s financial aspirations, circumstances and placing their needs first has helped him to forge long lasting trusting relationships, which clients have found invaluable in achieving their financial goals and securing a legacy for their family.