Michael has been advising clients for over 25 years and holds the CII Level 4 Diploma in Financial Planning and the Investment Management Certificate issued by the Chartered Financial Analyst Institute. He started his career in building societies where he rose to the position of Regional Manager. He also managed a team of Independent Financial Advisers at HSBC. Michael has overall responsibility for Austyn James’ business strategy and ensuring that the high levels of service that our individual and corporate clients receive is maintained. He also helps our corporate clients with their pension and protection needs. Being able to offer truly independent financial advice is at the heart of everything Michael and the team do for our clients.
James is a Business Studies graduate and holder of the CII Level 4 Diploma in Financial Planning. He has a wealth of paraplanning experience, covering all areas of pensions, protection, investment management, taxation and Trusts. In processing the personal information provided during client meetings, James is able to research the best solutions that meet clients’ individual financial needs and translate this into bespoke reports and supporting evidence for consideration by our clients. He also undertakes analytical work including cash flow forecasting and investment modelling.
Martin has spent over 25 years in financial services, having worked formerly with Eagle Star (now Zurich) and Lloyds Bank Insurance Services. He holds the CII Diploma in Financial Planning and a BA (Hons) Degree in Business Studies from Brighton University. He provides regulatory and compliance support and has a solid background in investment planning, pensions management and inheritance tax mitigation. In addition, he provides technical support to customer enquiries and is the firm’s pension specialist in respect of potential pension opt outs and transfers.