Michael Ageev

BSc (Hons) FPFS
Wealth Planner

Michael is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He has worked in financial services for 15 years.

Michael deals with a diverse range of clients including employees, business owners, executives of multinational companies and those in retirement.

Michael’s philosophy is to help clients identify their goals, design a financial strategy to achieve these goals, then continuously monitor and update it in line with changing circumstances because making your finances well organised and tax-efficient enables you and your family achieve a better lifestyle and peace of mind.

Michael enjoys travelling, cycling and playing tennis. Michael’s qualifications include FPFS.

01494 358 000 / 07799 262 246

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