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Mike Forrest

Chartered Financial Planning Consultant : CFP, Chartered FCSI in Edinburgh

A little bit about Mike

I am a Certified Financial Planner and a Chartered Wealth Manager, focused on delivering tailored, comprehensive financial solutions to meet my clients' unique needs.  

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Deals

Fixed rate deals, discounted, variable and flexible, capped and/or collared.

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Mortgage

First time buyers, remortgages, buy-to-let.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Qualifications

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

Level 6 Advanced Financial Planning Certificate

  • The CISI level 6 Certificate in Financial Planning provides a robust foundation in knowledge and skills that develop effective financial understanding and planning.

Diploma in Advanced Financial Planning (Level 7)

  • Specialist qualification – the CFP (Certified Financial Planner) certification is considered the gold standard certification for financial planners globally.

Chartered Wealth Manager Qualification (Level 7)

  • The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a high quality service to clients.

Chartered Fellow

  • The pinnacle of CISI membership. Exclusively for professionals who have demonstrated the highest levels of knowledge and standards of professionalism.

Location

Mike's location

Edinburgh
EH3
United Kingdom

Mike is located in Edinburgh and provides expert services to clients across the UK.

More about me

As a self-employed Certified Financial Planner and a Chartered Wealth Manager, I deliver tailored, comprehensive financial solutions to meet my clients' unique needs. Before I joined Quilter Financial Advisers, I built a distinguished career as a Chartered Accountant and Chartered Tax Adviser, with over two decades of experience in financial leadership, strategic business planning, and tax advisory.

My experience spans senior roles in private equity, project finance, and fund and asset management. I have led teams providing financial and asset management services to portfolios exceeding £1 billion, delivering innovative solutions across diverse industries. My diverse background enables me to address each client’s circumstances and provide the clarity and confidence they need to successfully navigate their financial journey.

I am a Fellow of the Chartered Institute of Securities and Investments, holding the Investment Advice Diploma and Diploma in Advanced Financial Planning (Level 7). I am also a Fellow of ICAEW, CIOT, and CIMA. My academic credentials include a Doctorate in from Heriot-Watt University (specialising in tax and strategy), a PgDip from the University of Oxford, Saïd Business School, and an MA (Hons) from the University of Glasgow.

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 01 August 2022.