Michael is one of our Financial Services Administrators.
He has a background in Financial Services, where he specialised in Pension Administration. Michael decided that his passion for Financial Services should see him branch out into a role where he could look at Financial Planning opportunities for clients in a role that also involved Investments and Protection in a holistic Financial Planning approach.
Michael really enjoys working on clients cases, and seeing the journey of a clients portfolio. In his role, Michael deals with a lot of providers, requesting and chasing information in order for the Financial Planner to analyse and prepare a recommendation for the client. He also helps to finalise the Annual Review Reports that the clients are sent in line with their ongoing service.
Michael has started working toward becoming a financial planner having successfully completed 2 of the 6 exams required. Michael is also working towards a qualification which will allow him to give Mortgage Advices in the very near future.
Michael Joined Ewing Associates in August 2020.
Outside of work Michael likes to be outdoors taking long walks and has recently found a love for hill walking with his partner. Michael has two young children who keep him very busy.