Mike Woods APFS
Mike Woods has been a Financial Adviser for approximately 8 years.
After a successful career in business, including setting up and running his own company for 6 years, Mike entered Financial Services in January 2008. Initially, he started with Edward Jones where he successfully completed his training becoming a Stockbroker and Financial Adviser. He established a successful and profitable office for Edward Jones in Charlton Kings, Cheltenham. When the company was acquired by Towry, Mike moved to English Mutual (in January 2010).
Mike then spent 3½ years with English Mutual, establishing their Cheltenham office and continuing to build a successful financial advice practice.
Following the acquisition of English Mutual by Sanlam, Mike moved from English Mutual to True Potential Wealth Management (in August 2013). After a year with True Potential, Mike chose to continue to use the True Potential systems, but advise through a Directly Authorised Company – Bespoke-Advice Limited.
In addition to having an honours degree in Mathematics from the University of Bath, Mike is qualified to Chartered Level (with the Chartered Insurance Institute (CII) & Personal Finance Society (PFS)) and is currently on track to becoming a Fellow of the PFS.
Authorised and Regulated by the FCA, he is able to provide advice in all aspects personal finance, except for Mortgages and Equity Release.
Mike is based in Cheltenham where he has lived for over 25 years. He is married with three children. He enjoys all sports, both participating and watching.