Mike Francis

Areas of expertise

Mike specialises in:

Mike focuses on retirement planning and wealth protection, and his typical new clients are senior executives, entrepreneurs and HNWs. He is very experienced in using financial modelling to help clients at or close to retirement to minimise and mitigate taxes - Lifetime Allowance, income, capital gains and inheritance.

He is also a specialist in Pensions and Divorce, working closely with Family lawyers and their clients, using his experience to help structure divorce settlements and then guide and advise clients financially.

Mike acts as a mentor and coach to other advisers, and is frequently involved in presenting on client webinars.

Experience

Mike is a Chartered Financial Planner and partner at Tilney, with more than 40 years’ experience as an adviser. He has close relationships with lawyers and tax advisers, and works with them for mutual client benefit.

Notable client work and achievements

Mike presents on external webinars in the Pensions and Divorce arena.

Professional qualifications and memberships

Mike is a Chartered Financial Planner and a Member of Resolution.