02085045161 enquiries@rpaifa.com

Michael Forbes

Michael Forbes - Adviser and Paraplanner

Position: Adviser and Paraplanner

Email:

Michael joined RPA in 2011 coming from a background in Engineering. He is currently working towards completing the CII Advanced Diploma in Financial Planning. Within RPA, he works as an Adviser and Paraplanner providing support to the advisers and also provides advice to his own clients. Michael sits on our internal Investment Committee and plays a key role in gathering and analysing data for our in-house portfolios.

Michael holds a Masters Degree in Aerospace Engineering. Within the financial realm, he has successfully completed and holds the following qualifications:

 Diploma in Regulated Financial Planning

  • Financial Services, Regulation and Ethics (R01)
  • Investment Principles and Risk (R02)
  • Personal Taxation (R03)
  • Pensions and Retirement Planning (R04)
  • Financial Protection (R05)
  • Financial Planning Practice (R06)
  • Pension Income Options (J05)
  • Discretionary Investment Management (J10)
  • Pension Planning (AF3)

Michael is married and has two children. In his spare time, Michael enjoys rowing, scuba diving and hill walking. He is interested in AIM (Alternative Investment Market) and DIY renovations. Michael is part of a small local church.

CFP logoIFA    

Retirement Planning Associates Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 403829 http://www.fca.org.uk/register.

Retirement Planning Associates Limited Registered Address: St Laurence House, 2 Gridiron Place, Upminster, Essex RM14 2BE. Registered in England & Wales, No. 04423927.

Neither Retirement Planning Associates Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.