Michael Vaughan BSc (Hons) APFS

Chartered Financial Planner and Occupational Pension Specialist

Michael is a Chartered Financial Planner and an Occupational Pension Specialist. He has worked in Financial Services since 2015 and joined Attivo Financial Planning in 2019. Michael is an Associate of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

All Financial Planners require a Diploma in Financial Planning to provide advice. Michael holds both the Diploma and the Advanced Diploma in Financial Planning.

To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Michael also holds the following Advanced Financial Planning Papers:

  • Personal tax and trust planning
  • Investment planning
  • Financial planning process
  • Pensions transfers.