3 valuable financial planning lessons you could learn from Shakespeare’s much-loved plays
24 March 2026
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Chartered Financial Planners
Mike’s career in financial services started in 1995 after leaving the Royal Navy. He has a huge range of experience gained from financial planning roles within small independent firms, wealth management businesses and private banks. Having become a Fellow of the Personal Finance Society and attaining Chartered Financial Planner status, Mike is highly qualified and able to deal with any aspects of financial planning that clients may wish to discuss.
Mike is an advocate for holistic planning that is designed to flex and adapt to ever changing client needs. He couples this together with a personalised ongoing service to his clients.
Focusing his work on individuals and business owners, Mike’s clients benefit from access to his colleagues in PKF Francis Clark who can cover their various business affairs, meaning they have access to a wide variety of services all in one place.
Outside of work Mike has recently become a DIY expert after moving into a converted police station and loves nothing more than a long walk with his family and their four dogs.
With more than three decades of experience in financial services, Mike helps individuals and business owners make confident financial decisions.
Hi, I’m Mike.
I lead our financial planning teams across Devon.
I also provide straightforward, independent and unbiased advice across a range of financial matters.
The list is too long to talk about here, but if it’s anything to do with money from pensions to inheritance tax planning, it’s something I talk about on a regular basis.
What I really enjoy about my role has to be the people.
Listening and understanding what our clients are trying to achieve, and then helping them get there.
That’s the most rewarding part.
The spreadsheets and all the research come afterwards.
Outside of work, I’ve become a bit of a Doctor Dolittle character.
We’ve got four dogs, two cats, we used to have donkeys, sheep and chickens and oh yeah, an emu called Enzo.
Enzo wasn’t the most tax efficient decision, but he was an interesting decision.
So if you want to know more about the Enzo story or you just want really good advice, I look forward to hearing from you.