In the UK, he is a qualified member of the Personal Finance Society. Michael specialises in helping resident British Expats and people with UK work history with pension planning and Holistic Financial Advice.
Now based in Miami, he is best placed as an expat himself to help guide his clients through the potential pitfalls of international financial red tape and regulation.
By gaining a deeper understanding of his client’s financial aspirations, circumstances and placing their needs first, has helped him to forge long lasting and trusting relationships. Many clients have found this approach, invaluable in working toward their financial goals in addition to seeking a legacy for their family.
All the advice provided by GWM USA is provided through a registered investment adviser with clear and transparent charging structures, full disclosure and a variety of service level agreements to suit your individual circumstances. Reference to a registered investment adviser does not imply a certain level of skill or training.
GWM USA LLC is part of the GWM Group, for all Group regulatory details please visit our regulations page. GWM USA LLC through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC).
SEC number : 801-110724 : CRD number is 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN.