Financial Planning Motif

Michael Toole

Technical Manager

Michael is our Technical Manager.  This involves managing our Paraplanning Team and supporting the Financial Advisers by creating tailored wealth management solutions for clients and handling client queries.

Having worked in the industry since 1994, his particular area of focus is cashflow modelling and retirement planning.  Michael holds several qualifications from the Chartered Insurance Institute.

Away from work, Michael looks forward to spending time with his family, reading a good book and enjoying a glass of wine.


Call: 01482 533609

Location: Hull Office