Michael Stacey

Financial Planning Consultant at Quilter Financial Advisers

DipFA, CeMAP, CeRER, PETR

E: michael.stacey@quilterfa.com

T: 0800 849 1279

LinkedIn: Michael Stacey

 

Mick has spent over 25 years in financial services and his varied career has included being a bank manager, a consultant for the Financial Conduct Authority and a financial adviser.

He spends time outside of work with his ever increasing family or keeping healthy by playing 5-a-side football with his friends or taking a yoga class at his local gym.

Michael can help you with:

Holistic financial planning

Establishing and reviewing trusts
Complete personal risk management planning
Short- and long-term savings and investments

Investments

Portfolio planning
ISAs
Unit trusts
Investment trusts
Investment bonds
Offshore bonds

Pensions

Personal pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance

Home contents insurance
Buildings insurance

Life cover

Whole of life and Term Assurance protection

Medical

Private medical arrangements
Critical illness insurance

Income

Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:

First time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:

Fixed rate deals
Discounted
Variable and flexible
Capped and or collared


The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Trusts are not regulated by the FCA.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The FCA do not regulate buy to let mortgages.