Mike Moreton

Independent Financial Planner


Mike is an Independent Financial Planner with over 20 years experience in Financial Services, working for major providers on the technical and advisory aspects of investments & pensions including Legal & General and Scottish Life.

Mike helps individuals and business owners create a comprehensive financial plan, using detailed forecasting techniques, that will manage but, more importantly, enjoy their money. He always looks to explain the jargon and complexity of financial products in a simple, straightforward way.

Mike has particular expertise in advising Client’s of other professional advisers, such as Solicitor’s & Accountants, who have High Value Assets, act as Trustees and beneficiaries of Personal Injury/Fatal Accident settlements.