Testimonials
Philip, Norfolk
Thanks ..... for your exceptional service yesterday which started with an early morning call at 8.15 and finished at 23.10 with the sending of retirement deeds.
Extraordinary!
Lee Westley
Financial Planner at Baigrie Davies and Undefeated White Collar Boxer
I initially worked with Mike at JB when I worked on the Mattioli Woods acquisition, then as a colleague at Mattioli Woods and now use him as a sounding board for technical issues.
I have found Mike to be a thoroughly technical and astute practitioner, but he also has a rare ability (which is generally lacking in people with such technical nous) to be able to cut through all the jargon and legislation and present his thoughts in a clear and simple manner.
I value Mike for his standing in the industry, his passion for the profession and his clients and as a human being.
Karen Blackwill
Managing Director at PensionAdmin Ltd
Michael's expertise in the pensions industry is invaluable. He holds a wealth of technical and financial services knowledge and it was a pleasure to work with him. He holds his clients in high regard and works with them to ensure their needs are met.
Robert Graves
Head of Pensions Technical Services at Rowanmoor
I have known Mike for many years through us both being on the committee of the Association of Member-Directed Pensions Schemes (AMPS).
In that capacity Mike has demonstrated his knowledge, expertise and enthusiasm for Member-Directed pensions.
Paul Cobb
Owner, Hemlock Engineering Ltd / HPC Services Ltd
Mike has run my SSAS for many years and his advice has always been excellent and also very sensible. An expert in his field.
Geoff Buck
Associate Director DA Phillips & Co
Mike's knowledge of the SIPP and SSAS market is considerable, particularly in some of the more difficult areas such as VAT. A good guy who is helpful and a good sounding board on any issues.
Anne McClean CFP FPFS
Chartered Financial Planner & Certified Financial Planner
We work extensively with Mike, predominately on our SSAS clients. Mike is a pensions guru and my go to for obscure questions. Although highly technical he is able to talk to clients in terms they understand - not always an easy quality to find. Highly recommended.