Who We Are

Michael Trick

Michael Trick

Senior Financial Consultant

Financial Planning Certificate (FPC 1,2 and 3)
Mortgage Advice Qualification (MAQ)
Diploma in Regulated Financial Planning (Level 4)

Assisting private clients for over 30 years using my experience to advise for all individual Financial planning requirements.
 I am privileged to be a trusted adviser to the White Ensign Association. Providing advice to all serving and former members of the Royal Navy, Royal Marines and their families.

I live in Budleigh Salterton and enjoy all the benefits of the sea and surrounding countryside. My family and friends are very important to me and I have a busy family life.


Committed Service

Our commitment to our clients is as strong as ever. We work hard to deliver a high level of service that our clients can value, understand and have utmost confidence in.

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