Mike Baggaley

Mike is a CII Chartered Financial Planner and a CISI Chartered Fellow (Financial Planning) with thirty years’ experience as a financial adviser. He partnered with Thomson Tyndall as a Consultant in January 2019, having also worked at PQR Financial Planning, among other companies. Mike focuses on ensuring that his clients have a carefree and financially secure retirement by advising them on effective retirement planning and the various choices available at the point of retirement (including flexibly accessing pension benefits and pension transfers). As part of his work, he also manages clients’ investment portfolios and advises on tax and estate planning, as well as planning for long-term care needs. Mike is a regular speaker on all of these subjects at workplace seminars designed for the employees of some of the UK’s largest companies, delivered through our popular Planning for Life programme.