Meet Michael Metcalf

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  01732 780613

   Email Me

  Michael Metcalf
  

  Founder / Retired Financial Planner

  Mike is a Chartered Financial Planner through the Personal Finance Society (PFS) who are the professional body for the UK financial planning profession and a Certified Fellow Financial Planner through the Chartered Institute for Securities & Investment (CISI).

  Mike took a step back from advising clients in late 2023 but continues to have a keen interest in the running of the business by his two daughters and supports them whilst enjoying retirement.

  His career has included working as an insurance agent, sales manager, investment consultant and finally, in 1988, as an Independent Financial Adviser. He spent his entire working life of over 55 years advising clients about their financial options. We continue to work with some families that he met in the late 1960’s.

  He has acquired qualifications including the Advanced Financial Planning Certificate, pension transfer qualifications and those already mentioned above. Most important of all though is that we have learnt the importance of listening to our clients, and how to suggest solutions that directly address their 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 have seen him treading the boards as a keen actor at The Oast Theatre and he also write plays which have been performed in a few local theatres. He is a keen photographer, specialising in portraits.