Michael AgeevBSc (Hons) FPFS
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.