Michael Wharton Dip PFS
Financial Planner
Michael's qualifications
Dip PFS – Diploma in Financial Planning
CFP – Certified Financial Planner
About Michael
Michael joined Rosebridge in 2017, having previously worked for two of the leading independent advice firms in Leeds. With 25 years’ service in the sector, his expertise is in long term wealth planning both pre and post retirement and managing family wealth across generations. Clients who work with Michael want to have a trusted adviser and financial advocate to communicate where they stand financially and to reclaim time to spend on work and family.
Currently Diploma qualified, Michael is working towards Chartered status.
In his spare time, he enjoys walking, camping, anything outdoors with his three lively sons. Michael is a regular hiker, runner and gym goer. He’s a Manchester United fan but also enjoys watching grass roots football. Michael is a passionate advocate of mental health charities and causes, regularly volunteering at Goodgym and Andy’s Man Club.