Michael is a Director of the Firm specialising in advising individual retail and corporate clients on equities, investment trusts, Exchange Traded Funds, fixed interest stocks and Funds on both London and Global International markets. He is also Head of Risk and Regulation and the Director overseeing the Compliance Monitoring, Internal Audit and New Business teams.
Michael was educated on the Isle of Man and graduated from Exeter University with a Combined Honours degree in Modern Languages. After a brief career in Accountancy, he joined the Firm in 1997 and has completed the CISI Diploma (Level 6). In 2014 Michael achieved Chartered Wealth Manager status, a postgraduate level specialist qualification which encompasses the breadth knowledge needed to provide the highest quality service to clients. He won the Compliance Professional of the Year 2014 award at the prestigious City of London Wealth Management Awards.
Michael is married with 2 children and enjoys skiing, cycling and golf.