
CHARTERED FINANCIAL PLANNER & PARAPLANNER
MIKE HEWITT FPFS
Office Location
Hertfordshire
I am part of the Chartered financial planning team at DGS, advising my own clients on a range of subjects as well as assisting our Director, Steve Piacenti, with his own client bank.
I adopt a fully holistic approach and feel that the most appropriate advice comes from looking at every aspect of their financial lives.
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 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!
- 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
- 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
- AF1 – Personal tax and trust planning
- AF2 – Business Financial Planning
- AF3 – Pension Planning
- AF5 – Financial Planning process
- AF7 – Pension Transfers
- ER1 – Equity Release
- CF6 – Mortgage Advice
- Certificate in Financial Planning
- Diploma in Financial Planning
- Advanced Diploma in Financial Planning
- Certificate in Equity Release
