Independent financial adviser · Yeovil · Somerset, Dorset & Devon
Everyday finance for everyday people like you.
Whole-of-market mortgages, life insurance & protection, pensions and investments across Somerset, Dorset and Devon.Clear, practical, and genuinely helpful.
Google Verified
Rated excellent across 73+ client reviews.
FCA Regulated
Authorised directly by the Financial Conduct Authority.
Whole of Market
Access to thousands of mortgage products across the UK.
Personal Service
Speak directly to me, no call centers or confusing jargon.
Clear advice, no complexity
I help people feel clearer about money, not buried under jargon. Whether you need help with mortgages, protection, pensions, or investments, you get honest, whole of market advice that fits your life, not a one size fits all script.
I got tired of the old way of doing business, so I put years of experience into a system that makes life easier for both of us. Your hub keeps onboarding, fact finding, documents, messages, and reviews in one place; behind the scenes a practice engine keeps cases and appointments moving so we are not stuck in endless back-and-forth. Once people have tried it, they rarely want to go back.
Take a look at the mortgage & protection client hub walkthrough
Serving the South West
Based in Yeovil, I work with clients across Somerset, Dorset, and Devon, including Taunton, Sherborne, Dorchester, and Exeter.
Somerset
- Yeovil
- Taunton
- Chard
Dorset
- Dorchester
- Sherborne
- Bridport
Devon
- Exeter
- Honiton
- Sidmouth
How I can help you
Independent advisory services tailored to your financial journey, from first homes to retirement.
Mortgages
Advice for buyers, movers and remortgaging across the South West
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Insurance
Protecting your family with life, critical illness and income cover
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Pensions
Comprehensive guidance for building and drawing your retirement fund
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Investments
Expert, independent advice on ISAs, funds and wealth building
Discover moreThe power of independence
What matters to me
Many Advisers can only recommend from a limited panel. As an independent Adviser, I explore every suitable option across the UK market - no panels, no restrictions.
I actually care
This isn't about targets. It's about making your life genuinely better.
No jargon, ever
If something isn't clear, that's on me - not you.
FCA regulated
Giving you the protections that come with UK financial regulation.
Michael
“Michael helped my husband and I set up my Life Insurance policies after a bad experience with another provider. He was superb throughout and kept me up to date. I am now moving my pensions over too.”
“Michael took time to understand my financial standing, was very knowledgeable, approachable, and genuinely cared about my well-being. He made the entire home-buying process seamless and stress-free.”
“I was on a very poor mortgage rate... Michael gave me some great advice and a plan to go forward with. I am now in a much better financial situation.”
“After what has been a lengthy house buying process, Michael has made the financial side of things stress free and ensured I have the right products to meet my needs.”
“Michael helped my husband and I set up my Life Insurance policies after a bad experience with another provider. He was superb throughout and kept me up to date. I am now moving my pensions over too.”
“Michael took time to understand my financial standing, was very knowledgeable, approachable, and genuinely cared about my well-being. He made the entire home-buying process seamless and stress-free.”
“I was on a very poor mortgage rate... Michael gave me some great advice and a plan to go forward with. I am now in a much better financial situation.”
“After what has been a lengthy house buying process, Michael has made the financial side of things stress free and ensured I have the right products to meet my needs.”
How it works
We talk
A friendly, no-pressure conversation about your goals and circumstances.
I research
I search the entire market to find the best options for your situation.
You decide
Clear recommendations in plain English. The final choice is always yours.
Trusted guidance
I believe in complete transparency and my clients should have access to all information available. That's why I link to trusted formal guidance. Guidance is not a substitute for advice, so please get in touch if you need personalised support.
Official guidance
Trusted, impartial information from UK regulators and government-backed services:
My resources
Tools and insights to help you plan with confidence:
Ready to take the next step?
Whether you're arranging a mortgage, protecting your family, or planning for the future, I'm here to help you make clear, confident decisions.