Michael Allen (BSc (Hons) Chartered ALFBF)
Financial Planner, Chartered ALFBF
Chester office
What attracted you to a career in wealth management?
My journey as a financial planner started in 2016 after earning a first-class honours degree in Business & ICT from Sheffield Hallam University. I furthered my qualifications by attaining 'Chartered' status through the London Foundation for Banking & Finance. My attraction to this field stemmed from a desire to offer comprehensive financial guidance and help individuals navigate their wealth goals.
How do you look after clients?
For several years now, I've been focused on providing holistic financial advice, specializing in retirement planning, inheritance tax planning, financial protection, and wealth preservation. Building strong, long-term client relationships is my priority. I craft bespoke solutions to help clients achieve their financial objectives and make sure they fully grasp the intricacies of their plans by explaining complex matters clearly. Utilizing cash flow forecasting tools, I help clients visualize their financial positions and ensure their goals are 'on track.'
What are your interests outside of work?
Beyond my professional commitments, I cherish spending quality time with family and friends. I also enjoy outdoor activities like walking my dog and enthusiastically support my favourite football team, Everton. These interests provide a well-rounded balance to my life outside of the wealth management arena.
Inheritance Tax Planning and Tax Planning is not regulated by the Financial Conduct Authority