Mike is the latest adviser to join the team at Beverley Financial Management, building on his previous 5 years experience advising clients on their personal financial planning needs. Mike is involved with many sports and loves being outdoors. He actively engages with his local community, helping with such endeavours as beach cleans and other fundraising initiatives.
Committed to developing close working relationships with his clients, Mike works hard to ensure he fully understands your needs in order to provide the most appropriate advice.
Gill Jameson, our Practice Manager, Wendy Logan and Claire Robinson our Personal Assistants, complete the Beverley Financial Management team.
They are on-hand to provide telephone support should you be unable to reach Mark or Mike. With decades of combined experience working within the financial services sector, they are more than capable of handling your enquiries.
Gill Jameson - Practice Manager, Wendy Logan - Personal Assistant, Claire Robinson - Personal Assistant