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Mike McGurrell

Chartered Financial Planner

As a Financial Adviser with over 30 years experience, I aim to guide you through financial changes with clear, expert advice. I have witnessed many industry and legislative changes throughout this period, providing me with a vast knowledge to help simplify your journey.

My focus is Investment & Retirement planning along with Estate Planning to help mitigate a growing Inheritance Tax burdon. My advice is supplementsed by Lifetime Cashflow Forecasting that sits at the heart of our advice process to help you make informed decisions about your future.

I build long-term relationships based clear communication and keeping things simple. I aim to put you in control, and confident enough to make the choices that matter to you most.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Locations

Based in

North East

Covers

Tyne and Wear, County Durham

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