Michael White

Michael White Email and Phone Number

Managing Director at Capital Wealth Partners @
Michael White's Location
West Midlands, England, United Kingdom, United Kingdom
Michael White's Contact Details

Michael White personal email

n/a
About Michael White

Michael’s career in financial services spans some 30 years. During this time he has advised high net worth clients in all aspects of their financial planning requirements, in particular Pension, Investment and Estate planning. Due to his considerable experience working with the Medical profession, Michael is regularly called upon to present at retirement planning seminars to large groups of medical professionals. Michael is a member of the Chartered Insurance Institute and holds PFS Diploma in Financial Planning together with the Investment Management Certificate.Specialties: Working with Private Clients on various financial planning goals. I also work with MD's and FD's in respect of flexible benefits and NI/tax savings within their business

Michael White's Current Company Details
Capital Wealth Partners

Capital Wealth Partners

Managing Director at Capital Wealth Partners
Michael White Work Experience Details
  • Capital Wealth Partners
    Managing Director
    Capital Wealth Partners Jan 2015 - Present
  • Doctors Invest Direct
    Associate Director
    Doctors Invest Direct May 2011 - Dec 2014
    I advise High Net Worth clients on all aspects of there financial planning requirements, by using an objective based process.
  • Smith & Williamson
    Associate Director
    Smith & Williamson May 2008 - Jun 2011
    View
  • Medical Insurance Agency
    Regional Sales Manager
    Medical Insurance Agency 1998 - 2004
  • Mia
    Financial Adviser
    Mia 1995 - 2004

Michael White Skills

Investments Pensions Financial Services Retirement Planning Financial Planning Wealth Management High Net Worth Individuals Finance Estate Planning Inheritance Tax Planning Wealth Business Planning Investment Advisory Strategic Financial Planning Investment Strategies Asset Management Funding Retirement Income Protection Portfolio Management Alternative Investments Private Equity Asset Allocation Employee Benefits Trusts Private Banking

Michael White Education Details

  • Personal Finance Society
    Personal Finance Society
    Diploma In Financial Services
  • Warren Farm Comprehensive
    Warren Farm Comprehensive

Frequently Asked Questions about Michael White

What company does Michael White work for?

Michael White works for Capital Wealth Partners

What is Michael White's role at the current company?

Michael White's current role is Managing Director at Capital Wealth Partners.

What is Michael White's email address?

Michael White's email address is mi****@****h.co.uk

What schools did Michael White attend?

Michael White attended Personal Finance Society, Warren Farm Comprehensive.

What skills is Michael White known for?

Michael White has skills like Investments, Pensions, Financial Services, Retirement Planning, Financial Planning, Wealth Management, High Net Worth Individuals, Finance, Estate Planning, Inheritance Tax Planning, Wealth, Business Planning.

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