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Michael initially joined the accounts department of Perspective (North East) Ltd in 2013 after graduating from university, before moving into Perspective’s Training Academy in 2016 to begin his career in financial planning.

Michael has since achieved the Diploma in Regulated Financial planning in 2018, quickly followed by the Advanced Diploma in 2019.

As a Paraplanner, Michael provides assistance to advisers on a broad range of financial planning, including pensions, investments, protection and estate planning.

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