Author : Mike Wardlaw

Mike specialises in planning for business owners, family businesses and senior executives. He practices a holistic approach to financial planning to ensure that clients focus on their goals, manage their wealth effectively and achieve their lifetime objectives. His experience in both banking and financial planning for corporate and commercial business owners give him a unique insight in this area and has proved invaluable to clients over the years. He also acts as strategic adviser to many family owned business that make use of pension arrangements as a means of tax efficiently extracting profits and creating a family wealth succession planning vehicle. He provides a comprehensive financial planning service to high net worth individuals and their families who are simply looking for confidence and reassurance that they can live their lives safe in the knowledge that they have made the right financial decisions. Financial planning should always involve having a meaningful, long-term relationship that is engaging, enjoyable and effective and is supported by an integrated wealth management service. Mike joined Tilney Financial Planning, in 2013 following a successful career with the wealth management division of a major banking group and with a national IFA firm. He has over 30 years’ experience in financial services. He began in banking and achieved Chartered Banker accreditation before moving to financial planning and is a Chartered Financial Planner, a Fellow of the Personal Finance Society, a Member of the Chartered Institute for Securities and Investment and is a an FCA Approved Pension Transfer Specialist.