Michael Turner Email and Phone Number

I help my clients to plan and manage their financial situation, achieve financial security, peace of mind and realise long-term ambitions.I have been responsible for providing financial & mortgage advice to clients across the Southwest & beyond since graduating from Bath University in 2003. I hold the Diploma for Advanced Financial Advice & Certificate in Mortgage Advice.I have amassed significant industry experience through previous advisory roles as part of several large financial services organisations and as company director of an independent directly authorised firm.I currently offer advice through Aqua Financial Services Ltd, & am delighted to be part of a rapidly growing organisation which offers a comprehensive financial planning service & which places the interests of clients at the heart of its service proposition.I specialise in:• Investment Planning & Tax Efficiency; Ethical Investments.• Retirement Planning: Pensions; Annuities; Drawdown, Auto-Enrolment.• Family Protection: Life & Ill Health.• Inheritance Tax Planning & Trust Arrangements;.• Mortgages: Residential; BTL; Help to Buy.I follow a rigorous process designed to understand the needs & goals of clients & to implement the most effective financial solutions with the aim of achieving exceptional customer outcomes. I use cutting edge technology & solutions to enable efficient financial planning yet aim to provide a service without jargon & based on honesty, integrity & rooted in tradition. I am happy to meet clients at home, work or at the Aqua offices in Hungerford at a time convenient to them.Much of my business has been built via referrals from existing satisfied customers. I pride myself on building long-standing client relationships as I believe the best financial plans & results are realised this way. To find out more please contact me or connect.