Mike Hewitt FPFS - DGS Chartered Financial Planners

Mike Hewitt FPFS

About Me

I have worked in the financial services sector for over 20 years and in the financial planning world for the vast majority of those.  What started as a quest to impress a girl ultimately ended up in my achieving advisory status, as it was back then in 2007, whilst working for a boutique investment manager in the City.  I achieved my Diploma in Financial Planning in 2010 and moved into the IFA world. Prior to joining DGS, I spent 7 years working for a specialist advice practice, dealing with members of the NHS Pension Scheme and gaining Chartered status on the way.

Following a self-determined path of ongoing learning and development, I am now a Fellow of the Personal Finance Society, and whilst I didn’t get the girl, I have developed a career that I find challenging and enjoyable.  I have a particular flair for pensions and retirement planning (being a qualified Pension Transfer specialist twice-over), tax mitigation and Estate Planning, and enjoy the problem-solving aspect of assisting clients to realise their financial and lifestyle goals.  I enjoy dealing with clients of all ages and from all walks of life and am a firm believer that sensibly-minded financial planning is something that everyone could benefit from – not least my younger self!

At DGS I fulfil a dual role, acting as lead paraplanner for Steve Piacenti, as well as advising clients in my own right, and I adopt a fully holistic approach to a client’s circumstances as a matter of course.

Qualifications

Certificate in Financial Planning

  • CF1 – UK financial services, regulation and ethics
  • CF2 – Investment and risk
  • CF3 – Financial Protection
  • CF4 – Retirement planning
  • CF5 – Integrated Financial Planning
  • CF8 – Long Term Care

Diploma in Financial Planning

  • J01 – Personal Taxation
  • J02 – Trusts
  • J03 – Tax and legal aspects of business
  • J04 – Pension funding options
  • J05 – Pension income options
  • J08 – Financial Planning in Practice
  • J11 – Wrap and Platform services

Advanced Diploma in Financial Planning

  • AF1 – Personal tax and trust planning
  • AF2 – Business Financial Planning
  • AF3 – Pension Planning
  • AF5 – Financial Planning process
  • AF7 – Pension Transfers