Hi, I'm Michael
Your friendly, local financial Adviser in Yeovil, serving Somerset, Dorset, and Devon with honest, straightforward advice.
5★
ReviewsGoogle Rating
100%
IndependentIndependent
10+
ExperienceYears Experience
A Bit About Me
Clear advice,
no complexity
Financial advice doesn't have to be complicated or intimidating. Based in Yeovil, I work with individuals and families across Somerset, Dorset, and Devon to make confident, informed decisions about their money.
I believe in having honest conversations, explaining things clearly, and building relationships based on trust. No jargon, no confusing products - just straightforward guidance tailored to your situation and goals.
Michael & Kiki
Yeovil, Somerset
Meet Kiki! She's my cheeky French Bulldog, you may occasionally see Kiki drift through a meeting, but she's usually asleep somewhere close by, her snoring is part of the ambience.
How my practice runs
Tired of the old way of doing business?
I was, too. I put years of experience into designing a system that makes life easier for both of us: less chasing, less repetition, and a single calm place for everything that matters. Once clients have tried it, they rarely want to go back to scattered emails and paper trails.
The walkthrough below shows the mortgage & protection client hub. Pensions and investments follow the same idea, so you get one consistent experience whether we are on mortgages, protection, pensions, or investments.
Client hub, live layout
Recorded-style walkthrough using the same structure as the real hub (demo data only).
Your client hub
Onboarding, factfinding, documents, messages, reminders, and reviews live in one place, so you always know where to look and what happens next.
The practice engine
Behind the scenes, the practice engine keeps cases and appointments moving, cuts duplication, and saves us both from typing the same details over and over. It is the quiet half of the same system, built so I can spend more time on advice and less on admin.
Pensions & investments
The same hub experience for wealth advice
Pension reviews, consolidation, and investment planning use the same client hub: one fact find, a tailored document checklist, secure messaging, and clear progress from first answers through to your meeting and ongoing reviews.
The walkthrough below shows the pensions & investments client hub, including the wealth fact find and document stages.
Client hub, live layout
Recorded-style walkthrough using the same structure as the real hub (demo data only).
Values
What Drives Me
These aren't just values - they're the foundation of how I work with every client.
People First
Your goals and circumstances are unique. I take the time to understand what matters to you.
Clarity
Financial advice should make sense. I explain things in plain English, not industry jargon.
Trust
I'm FCA regulated and put your interests first. Transparent, ethical advice you can rely on.
Local Expertise
Based in Somerset, I understand the South West market and community.
Testimonials
What Clients Say
73 five-star reviews on Google
“Absolute top notch service. Michael Hawkins was superb - swift replies to emails or phone calls, extremely helpful and knowledgeable. Would highly recommend.”
Daniel Lonsdale-Ellis
“Michael took time to understand my financial standing, was very knowledgeable, approachable, and genuinely cared about my well-being.”
Esther
“After what has been a lengthy house buying process, Michael has made the financial side of things stress free and always responded promptly to my queries.”
Rebecca Baker
Expertise
Qualifications & Regulation
Professional Qualifications
- Diploma for Financial Advisers (DipFA)
- Certificate in Mortgage Advice and Practice (CeMAP)
- Certificate in Regulated Equity Release (CeRER)
- Certificate in Long-term Care Insurance (CeLTCI)
Regulation & Protection
- FCA Regulated & Authorised
- Michael Hawkins is an adviser with Julian Harris Adviser Network Limited, authorised and regulated by the Financial Conduct Authority. FCA No. 304155. Registered office: Julian Harris House, Musgrove, Ashford, Kent. TN23 7UN.
- Professional Indemnity Insurance
- FSCS Protection
Ready to start?
Let's Have a Chat
Whether you have a quick question or want to explore your options, I'm here to help. No obligation, no pressure - just honest advice over a cuppa.
Save my contact information directly to your phone or share this digital card with anyone seeking clear, independent financial guidance.
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.