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Michael Middleton is listed as Wealth Advisor at Barclays Wealth and Investment Management, a with 3614 employees, based in Wakefield, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Michael Middleton.
Michael Middleton previously worked as Senior Financial Planner at Spi Sanlam (Uk) Ltd and Financial Adviser at Lloyds Banking Group.
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Mike joined Sanlam in 2013 from Lloyds TSB Private Banking in Mayfair. With 17 years experience in Financial Services Mike specialises in advising Ultra and High net worth clients, with a specific expertise in Inheritance Tax and Trust Planning. Mike has reviewed and set exams questions for the Chartered Insurance Institute, is a Fellow of the Personal Finance Society (FPFS) and a Chartered Financial Planner. Mike passed six of his seven Level 6 exams set by the Chartered Insurance Institute with a Distinction and also won the Layborn Prize in 2006 for the best result that year in the Level 4 CII exam Investment Principles and Markets. He completed his STEP Diploma in 2012 he was awarded one of two Student of the Year awards for his Administration of Estates Paper and was awarded and overall Distinction. In March 2013 Mike was accepted as a full member and awarded the right to use the TEP designation.
Listed skills include Portfolio Management, Retail Banking, Banking, Credit, and 15 others.
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Leeds, United Kingdom
My role is to structure the overall investments in to the appropriate tax wrappers. The clients are all HNW or UHNW and therefore require Inheritance Tax Planning, Income tax deferral, Pension strategies and in many cases, due to impact of the Lifetime Allowance on many clients pensions then alternative tax credits via EIS and VCTs are required. I work with a team of six private bankers in the Leeds Office.
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Michael Middleton works for Barclays Wealth and Investment Management.
Michael Middleton is listed as Wealth Advisor at Barclays Wealth and Investment Management.
Michael Middleton is based in Wakefield, England, United Kingdom while working with Barclays Wealth and Investment Management.
Michael Middleton has worked for Barclays Wealth And Investment Management, Spi Sanlam (Uk) Ltd, Lloyds Banking Group, Barclays Bank Trust Company, and Hsbc.
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Michael Middleton is listed with skills including Portfolio Management, Retail Banking, Banking, Credit, Wealth Management, Investments, High Net Worth Individuals, and Estate Planning.
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