Meet Mike Metcalf

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    01732-780613

    Mike Metcalf
    Chartered Financial Planner & Certified Financial Planner

    I am a Chartered Financial Planner through the Personal Finance Society (PFS) who are the professional body for the UK financial planning profession and a Certified Financial Planner through the Chartered Institute for Securities & Investment (CISI). I am also a member of the Institute of Professional Willwriters.

    My career has included working as an insurance agent, sales manager, investment consultant and finally, in 1988, as an Independent Financial Adviser. I have spent my entire working life of over 50 years advising clients about their financial future.  I continue to work with some families that I met in the late 60’s.

    I have acquired qualifications including the Advanced Financial Planning Certificate, pension transfer qualifications and those already mentioned above. Most important of all though is that I know how to listen to our clients, and how to suggest solutions that directly address your objectives.  Whether you need to solve a problem now, or want an adviser by your side for a while to come, we will welcome you if you come to talk to us.

    Outside of work you may see him treading the boards as a keen actor at The Oast Theatre. I also play walking football for my local team and like to row in the comfort of the gym.