Michael Basi

BSc (Hons) DipPFS Certs CII (MP & ER)

Managing Director

Michael is a Financial Planner with extensive experience within the small business, banking and finance sector. Formerly a Securitisation Project Manager for a multi-national bank, prior to this he successfully ran a number of self-start enterprises. When Michael provides advice, it is from someone who has allied academia with application at all levels, and made it work.

He specialises in applying both his technical knowledge together with this experience for private client and both at the smallest and largest ends of the corporate spectrum, focusing on the areas of retirement planning and bespoke investment planning.

A member of the Personal Finance Society, Michael’s focus is in specific, personalised advice for all clients; not a “one size fits all approach” as is so often the case for business and private client financial planning. He obtains particular satisfaction from an ability to draw metaphors between complex investment principles, and the activities familiar to his client’s day-to-day lives thereby enabling them to understand what is actually happening to their money.

In his spare time Michael enjoys spending time with his wife in various art galleries (whilst knowing little about the subject matter!), going to the gym and sampling the odd glass of wine!

View Michael’s LinkedIn profile here: LinkedIn/MichaelBasi

Call Michael on Skype for a chat about your finances