Financial Adviser DipFA, CeMAP® in Bramhall
After more than 25 years working across Financial Services, Banking, and Investment Banking, I felt the time was right to use the knowledge and experience I have gained to help others secure their financial future. My particular area of expertise is Estate Planning. As part of estate planning, I take a holistic approach to my client’s finical needs. Assessing their current position and where they would like to be financially in the future.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Home contents insurance, buildings insurance.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
First time buyers, remortgages, buy-to-let.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Bramhall
Stockport
United Kingdom
Michael is located in Bramhall and offers expert financial advice to suit your needs.
Throughout 2025, I dedicated myself to achieving the qualifications required to provide regulated financial advice. With that foundation in place, I took the time to thoroughly research the market to identify a wealth management company that could offer my clients the right blend of investment solutions, platform capability, and long term stability. I chose to partner with Quilter, a FTSE 250 company with award winning service, a strong reputation for innovation, a comprehensive range of solutions, and a track record of growth.
Estate planning and financial planning is a deeply personal process. Every client has unique needs, goals, and circumstances, and the right advice must always reflect their individuality. Working with Quilter will enable me to deliver individual advice driven, client focused solutions designed to support long term financial security for my clients and their families, now and for generations to come.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 27 January 2026.
