Mike Senior

Mike Senior Email and Phone Number

Chartered Financial Planner @ Robert Nicholas Financial Advisers Ltd
shropshire, shropshire, united kingdom
Mike Senior's Location
Newport, England, United Kingdom, United Kingdom
Mike Senior's Contact Details

Mike Senior personal email

About Mike Senior

Mike Senior is a Chartered Financial Planner at Robert Nicholas Financial Advisers Ltd. He possess expertise in wealth management, retirement planning, inheritance tax planning, pensions, income protection and 16 more skills.

Mike Senior's Current Company Details
Robert Nicholas Financial Advisers Ltd

Robert Nicholas Financial Advisers Ltd

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Chartered Financial Planner
shropshire, shropshire, united kingdom
Website:
robertnicholas.co.uk
Employees:
5
Mike Senior Work Experience Details
  • Robert Nicholas Financial Advisers Ltd
    Chartered Financial Planner
    Robert Nicholas Financial Advisers Ltd Jul 2024 - Present
    Newport, England, United Kingdom
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  • Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)
    Business Development Director
    Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man) Jan 2023 - Jun 2024
    Birmingham, England, United Kingdom
    Following the acquisition of Psigma I continued to build and nurture relationships with independent financial advisers (IFAs). Responsibilities included consultative selling, competitor analysis, hosting events, presenting, and overseeing client onboarding.
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  • Psigma Investment Management
    Business Development Director
    Psigma Investment Management Apr 2019 - Feb 2023
    Birmingham, United Kingdom
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  • Royal London
    Sales Consultant
    Royal London May 2015 - Mar 2019
    Developed a network of supporting financial advisory firms in the Midlands region. Areas of focus included workplace pension design and implementation, individual pension planning, retirement income planning, and investment management.
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  • Self Employed
    Independent Financial Adviser
    Self Employed Feb 2013 - Mar 2015
    Staffordshire
    Helped private clients achieve personal financial goals and objectives.
  • Skandia
    Sales Consultant
    Skandia Jan 2008 - Dec 2012
    Home
    Developed IFA relationships and positioned platform and investment management services in the Midlands region.
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  • Skandia
    Office Based Consultant
    Skandia Jan 2006 - Dec 2007
    Birmingham, United Kingdom
    Sourced and developed new intermediary connections in the Midlands region.
    View

Mike Senior Skills

Wealth Management Retirement Planning Inheritance Tax Planning Pensions Income Protection Financial Services Investments Asset Allocation Asset Management Mutual Funds Tax Trusts Investment Advisory Investment Management Estate Planning Retirement Financial Advisory Wealth Savings Critical Illness Investment Strategies

Mike Senior Education Details

Frequently Asked Questions about Mike Senior

What company does Mike Senior work for?

Mike Senior works for Robert Nicholas Financial Advisers Ltd

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

Mike Senior's current role is Chartered Financial Planner.

What is Mike Senior's email address?

Mike Senior's email address is mi****@****ail.com

What schools did Mike Senior attend?

Mike Senior attended Sheffield University.

What are some of Mike Senior's interests?

Mike Senior has interest in New Technology, Skiing, Road Cycling, Snowboarding, Sailing, Running, Mountain Biking.

What skills is Mike Senior known for?

Mike Senior has skills like Wealth Management, Retirement Planning, Inheritance Tax Planning, Pensions, Income Protection, Financial Services, Investments, Asset Allocation, Asset Management, Mutual Funds, Tax, Trusts.

Who are Mike Senior's colleagues?

Mike Senior's colleagues are Kelly Irwin-Hanmer, Madelyn Ball, Robert Henn, Nigel Morray Dippfs, Cert Cii(Mp & Er).

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