Mike Dobson

Mike Dobson Email and Phone Number

Certified Financial Planner @ Blue River Wealth Management
cheshire, united kingdom
Mike Dobson's Location
Warrington, England, United Kingdom, United Kingdom
Mike Dobson's Contact Details

Mike Dobson work email

Mike Dobson personal email

n/a
About Mike Dobson

Blue River is a boutique wealth management and financial planning firm. The key service we offer to our clients is putting together a plan to make sure their money is available to them when it's needed, in the most cost effective manner possible, both in terms of product charges taken and taxes paid.We regard looking after our clients financial affairs as a privilege rather than a right and this is a responsibility that we do not take lightly.You deal directly with me and I’ll take you through a clear and straightforward process that will allow you to make an informed choice.Specialties: We work with owner/managers and senior professionals who are used to making decisions.People come to see us when they have sold a business, or built up a cash pot over the years. In many cases, all they’re trying to do is to find out how much is enough.Once the process is completed clients tell us they feel genuine peace of mind that they’ve made the right decision.

Mike Dobson's Current Company Details
Blue River Wealth Management

Blue River Wealth Management

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Certified Financial Planner
cheshire, united kingdom
Employees:
3
Mike Dobson Work Experience Details
  • Blue River Wealth Management
    Managing Director
    Blue River Wealth Management Oct 2008 - Present
    Knutsford
  • Park Row Associates
    Senior Adviser
    Park Row Associates Nov 2003 - Sep 2008
  • Citadel Financial Services
    Senior Adviser
    Citadel Financial Services May 1998 - Nov 2003
  • M&G
    Consultant
    M&G 1994 - 1996
  • M&G
    Consultant
    M&G 1994 - 1996

Mike Dobson Skills

Wealth Management Retirement Planning Inheritance Tax Planning Investments Financial Planning Pensions Strategic Financial Planning Retirement Financial Services Finance Financial Advisory Income Protection Investment Strategies Portfolio Management Investment Advisory Trusts Tax Management Business Planning Wealth Mergers And Acquisitions Asset Allocation High Net Worth Individuals

Mike Dobson Education Details

Frequently Asked Questions about Mike Dobson

What company does Mike Dobson work for?

Mike Dobson works for Blue River Wealth Management

What is Mike Dobson's role at the current company?

Mike Dobson's current role is Certified Financial Planner.

What is Mike Dobson's email address?

Mike Dobson's email address is mi****@****m.co.uk

What schools did Mike Dobson attend?

Mike Dobson attended University Of Leeds, St Ambrose College.

What are some of Mike Dobson's interests?

Mike Dobson has interest in Rugby, Golf, Everton Football Club.

What skills is Mike Dobson known for?

Mike Dobson has skills like Wealth Management, Retirement Planning, Inheritance Tax Planning, Investments, Financial Planning, Pensions, Strategic Financial Planning, Retirement, Financial Services, Finance, Financial Advisory, Income Protection.

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