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Mike Baggaley

Mike is a CII Chartered Financial Planner and a CISI Chartered Fellow (Financial Planning), and has 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 effectively planning for their retirement, 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 seminars delivered around the country to several large national employers.