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Michael Baker Cert PFS,
Independent Financial Adviser
I am an Independent Financial Adviser specialising in working with private individuals to help them achieve their various financial goals, whether it be portfolio planning, Inheritance tax planning, pension sharing after divorce, enhanced annuities or planning for retirement. I have been providing financial advice since 1989 and have worked for a number of major insurance companies over those years prior to becoming an Independent Adviser.
My personal objective is to gain referrals from clients and other professionals (Solicitors & accountants) by providing them with a first class service proposition. This is achieved by getting to know them and by finding out what their aims for the future are and what their attitude towards investment risk is.
I am working towards increasing my qualifications by obtaining Diploma Status and continually keep up to date with changes in legislation in order to be able to provide meaningful advice to clients. On a personal level when not at work, I enjoy a number of hobbies and interests such as Freshwater fishing, Motorcycling, Darts, Keep fit and DIY, I am also heavily involved in charity work through my Masonic involvement.
I look forward to working with you.
CarterDawes are Independent Financial Advisers - local, professional, friendly and impartial.
Please visit our offices for an initial discussion without fee or obligation. Let us find out if we can save money on your mortgage or improve your financial situation.
We also offer a flexible visiting service if you prefer to meet in your own home.