About me

I've been delivering tailored advice to private clients since 2011. My focus revolves around collaboratively constructing bespoke, structured financial plans, align with clients' aspirations for financial freedom.

Expertise Highlights

- Tailored Solutions: Crafting personalized plans using advanced financial tools.

- Tax Efficiency: Implementing both onshore and offshore strategies.

- Strategic Planning: Identifying numerous planning opportunities for optimal outcomes.

Client Commitment

I take pride in establishing trusted relationships and dedicating myself to delivering a high-quality service. My commitment is unwavering—to ensure financial solutions are administered with the utmost professionalism and integrity.

Financial Coaching

In financial coaching, we embark on a journey to explore your attitudes and behaviors toward money. Together, we set meaningful financial goals, enhance budgeting skills, and delve into the emotional aspects tied to finances. My focus is on guiding you through self-discovery and empowerment, allowing you to take control of your financial decisions.

Financial Advice

In providing financial advice, I leverage my expertise to offer recommendations on various financial products, investments, and strategies. I analyze your financial situation, present tailored solutions, and may even manage investments. My goal is to optimise your financial outcomes by applying my knowledge and experience.

Financial Planning

Financial planning involves creating a comprehensive roadmap for your financial future. This process includes assessing your current financial situation, setting short- and long-term goals, and developing strategies to achieve them. I consider various aspects, such as budgeting, savings, investments, insurance, and retirement planning, to provide a holistic and personalised financial plan that aligns with your unique circumstances and aspirations.

Testimonials

  • “Michael is very relatable and professional. He has helped me become more financially literate and always goes the extra mile to ensure I am getting the best service.”

    Service: Financial Advice

    — S. Myers

  • “Michael’s expertise helped me priorities the most efficient investment and wealth building opportunities available to me and worked with me to help scrutinize my expenses against my lifestyle expectations. Michael is very relatable and approaches his clients with a sense of realism and pragmatism which has been very much appreciated. ”

    Service: Financial Advice

    — T. Azizah

  • “Michael was very patient and took time to understand my personal financial affairs, to provide tailored solutions and options to help me improve my future financial position.”

    Service: Financial Coaching

    — K. Ladegbaiye

  • “Working with Michael has been amazing. His knowledge of finances, wealth management and helping me to have the right mindset.”

    Service: Financial Coaching

    — A. Pemberton

  • “Through one session, I am already understanding how important financial planning is and setting goals to achieve where I want to be in the future.”

    Service: Financial Coaching

    — T. Agoro

  • “Michael’s coaching takes a holistic approach by acknowledging the links between how you manage your finances and other areas of your life. I’m appreciative of his non-judgemental, knowledgeable, flexible, and committed support. There’s a sense that he genuinely cares for your financial well-being.”

    - H. Ngwamah

  • "Michael was very personable when we first started our sessions. I was so nervous and was afraid of being judged for my frivolous spending habits, but he was highly non-judgmental and gave intellectual and practical advice on how to manage my finances better. He knows what he is doing and he is someone you can trust to keep you accountable and help you achieve your goals."

    Service: Financial Coaching

    - J. Isaac

  • “Just wanted to get back to you with a thank you, you definitely helped me gain clarity in my finances. I was able to have that dialogue with my accountant and he did an accurate math to meet 'being me financially”

    Service: Financial Coaching

    — V. Robins

  • “The key message I took away from our session is the importance of knowing your numbers, as this helps you to account for where your money is going, the spreadsheet has helped massively with this.”

    Service: Financial Coaching

    — K. PERKINS