Michael is a seasoned investment professional with more than 30 years experience in the offshore financial services industry. He has an extensive knowledge of most forms of investment, including funds and collectives of all types. The company he co-founded, Moore Stephens Financial Management Limited (MSFM), is a firm of long-established IFAs, offering a comprehensive range of services to both corporate and private clients including advice on investments of all types, pensions, life assurance and mortgages. Michael left MSFM in November 2016 after more than 15 successful years. He is now enjoying a slight change of pace with his new role at First Actuary Limited whilst at the same time relishing a new and somewhat different challenge. He was also elected to the Presidency of Diabetes Jersey and is busy getting involved with the charity's various activities. Michael's personal specialisms include:-• Advising on all aspects of investment• Liaising with external providers of investment services• Supervision, monitoring and benchmarking of portfolios• Product selection for HNW clients• Delivering appropriate and relevant client reporting• Marketing of financial services using both traditional and digital channels
Listed skills include Investments, Financial Planning, Wealth Management, Pensions, and 34 others.