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Mike's Profile

Mike has been in financial services for 10 years. He completed a journalism degree in 1999 which only served to put him off being a journalist. He accidentally fell into the industry after getting a temporary position with HSBC Investments. After discovering he was actually quite good at his job, he decided to make financial services his career!

After four years with HSBC, Mike left to pursue his then ambition to become a financial adviser, learning his trade as a Paraplanner and gaining both the Certificate and Diploma in Financial Planning. He always kept his hand in on the investment side, taking the Personal Investment Planning and Investment Portfolio Management papers as part of his diploma.

Mike joined Equilibrium in 2007, initially to become an adviser. However, with his knowledge of both the investment and financial planning sides of the business he was the natural choice to set up our investment team once we had made the decision to introduce discretionary investment management.

Mike also holds the Investment Management Certificate, and is both a Certified and Chartered Financial Planner.

Mike has recently re-discovered his journalistic training, contributing articles to the financial press and writing many of our bulletins and newsletters. Mike enjoys football, badminton, and the British countryside (if not the weather). 


 

 

Equilibrium Asset Management (A Limited Liability Partnership) is authorised and regulated by the Financial Services Authority. For more information, please go to www.fsa.gov.uk.