Michaela is Managing Director and Independent Financial Adviser at Roseum Financial Planning. A Chartered Financial Planner, trainer, technician, and author who has dedicated his entire career to financial services, Michaela has worked with some of the profession's biggest brands, including M&G/Prudential and St James's Place. Michaela owns an independent training company and qualification provider, Practical Financial Exams Limited (PFE). PFE awards advanced formal qualifications in financial planning. Michaela is the author of the highly respected textbook "Practical Investment Planning".
P&B Wealth Planning is a trading name of Peregrine and Black Investment Management Limited, a firm authorised and regulated by the Financial Conduct Authority. FCA FRN 757. Company registration number 09706196727.
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Registered Office: Peregrine & Black Investment Management Ltd, 85 Bolton Street, London W1J 8BA. Please note we are a financial and wealth planning business but not tax advisers. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. You should always take independent tax advice. Tax advice is not regulated by the FCA.
