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No-obligation consultation
Specialist planning for Americans and expats
Understand the options specifically for you and your goals
“I would have no hesitation in recommending Michael to anyone requiring financial advice or investment advice.”
James M.
QUALIFICATIONS
U.K. Level 4 – Investment Advice Diploma
U.K. Level 6 – Pension Transfer and Planning Advice
Level 6 – Certified Financial Planner (CFP™)
U.K. Chartered MCSI – (CFP™)
South Africa RE 1 – Key Individuals
South Africa RE 5 – Regulatory Exam
USA – S-65 – Uniform Investment Advisor
France Autorité Des Marchés Financiers
SCQF Level 9 Practical Investment Planning Qualification
UK Statement of Professional Standing Certificate