Meet Michael Metcalf

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  01732 780613

   Email Me

  Michael Metcalf
  

  Consultant

  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 Fellow Financial Planner through the Chartered Institute for Securities & Investment (CISI).

  Although I took a step back from advising clients in late 2023 I continue to be involved with my daughters in the running of the business as a consultant to them.

  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 55 years advising clients about their financial options. We continue to work with some families that I met in the late 1960’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 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 me treading the boards as a keen actor at The Oast Theatre and I also write plays which have been performed in a few local theatres. I am a keen photographer, specialising in portraits.