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Mike McErlean

Independent Financial Adviser

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Michael is an Independent Financial Adviser and started his career as a district agent with the Prudential in 1982.  In 1990 he became an IFA and continues to deal with many of the clients who originally joined him in his early days.  Michael has considerable experience in financial planning, covering a diverse range of clients and is qualified to Diploma level with the PFS.  Michael’s clients have remained loyal due to the trust that comes from a good knowledge of their financial affairs and the successful implementation of strategies to meet their goals.

Michael prides himself on helping current and potential clients, understanding the potential solutions that can meet their needs following discussion of their objectives and tolerance for risk in the context of their wider financial circumstances.  He has substantial knowledge of pensions, pension transfers and investment planning, together with their use in constructing a realistic and understandable planning strategy.

Michael enjoys family life, having two children and three grandchildren.  He is keen on the outdoors and enjoys country walks and his allotment.