Michael joined the Polson Bourbonniere Derby team in 2011. He holds the Chartered Investment Manager® designation which allows him to bring sophisticated portfolio construction and management techniques to the firm.
Michael finds financial planning fulfilling as he enjoys helping clients meet their personal financial goals.
Michael’s objective is to ensure you’re completely satisfied with your retirement and investment plans and he’s committed to spending the time with you to get you where you want to be.
With his extensive knowledge of retirement planning, income planning, estate planning and portfolio design, Michael has the expertise to design a custom plan that works – and that you’ll be comfortable with.
Michael is dedicated to providing you with:
- A lifetime partnership for your financial planning needs
- Independent advice and solutions tailored to your personal retirement needs
- Peace of mind, knowing that an experienced professional is looking after your investments
- Regular communication to ensure you’re on track to meeting your financial goals