Michael Bousfield DipPFS
Wealth Management Adviser
My role is to help clients devise a strategy to fulfil their long term financial objectives. This includes the accumulation of future assets as well as the protection of current resources. At all times, tax efficiency is paramount as well as the facility to make use of all possible tax reliefs.
This is achieved by regular communication, review meetings and updates of current requirements and future objectives.
Away from the office I preserve my sanity (or what little remains!) in the world of music – especially grand opera – and international cricket. This is completed by frequent visits to the Canary Islands and a regular fitness regime.