Michael Head
Financial Adviser
FCA reference number: MXH00547
I recognise that each person is unique and at varying stages of their financial journey. My focus is to turn complex financial challenges into clear, actionable plans. I specialise in providing high quality, personal advice on retirement planning, investment planning and estate planning.
I recognise that each person is unique and at varying stages of their financial journey. My focus is to turn complex financial challenges into clear, actionable plans. I specialise in providing high quality, personal advice on retirement planning, investment planning and estate planning.
Expertise
Financial planning Pensions and retirement planning Investment management Estate planning and inheritance tax planning Trusts Protection
Qualifications
- Diploma in Regulated Financial Planning
Region and method of advice
Based in Kent, I can provide in-person meetings with clients within the South East. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this area.
Based in the South East
In-person meetings
Phone and Video call
Region & method of advice
Based in Kent, I can provide in-person meetings with clients within the South East. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this area.
Approach and experience
I believe in placing the client at the centre of the Financial Planning process. My approach begins with a no-obligation consultation to understand a client’s needs and determine if they require advice. If necessary, I then engage in multiple sessions, until clients achieve financial clarity and confidence before working together to create a bespoke financial plan.
Michael has been a great help to me after the death of my husband. He liaised on my behalf with Hargreaves Lansdown and explained everything that was happening with my husband's shares and ISA accounts. He came to my home with all documents for signing etc, explained exactly what my options were and managed to get all accounts into my name. Finally, after what seemed a very drawn-out process, my account is up and running, all thanks to Michael. I can't thank him enough for the help he gave me when coping with stress and bereavement and would recommend him highly as an adviser.
Mrs Eager
Personal interests
Beyond finance, I enjoy spending quality time with my wife. We will often spend our evenings and weekends either walking our rescue dog along the Kent coast, or, if the weather doesn’t allow this, in a local coffee shop.