Skip to main content
Search

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

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

An adviser’s insight

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. April 2026.

Services

Business Services & Protection

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

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.

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.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

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.

3. On going check-ins, on your terms

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 01 August 2022.