Head of Paraplanning
Mike is an experienced paraplanner, responsible for the day to day management of the paraplanning team at Capstone Financial. He also enjoys working with and supporting our Financial Advisers to prepare written recommendations for our clients.
Mike has recently attained the CII Diploma in Regulated Financial Planning and is currently studying towards Chartered status.
Prior to joining Capstone Financial, Mike gained valuable experience working for independent financial advice companies and a number of Banks in the UK and Isle of Man, where he focused on client servicing and project roles.
Outside of work Mike enjoys spending time with his family and friends. He coaches for his local Appleton Academy football team for whom his two sons play. Having lived in the Isle of Man for 10 years, he enjoys the annual pilgrimage back to the island for the renowned TT races.