Michael Brooke

Role:
Financial Planner and Pensions Expert
Specialist areas:
Retirement options, pensions and taxation, financial planning.

Biography


Michael joined Clarion as a financial advisor in 1994. As well as comprehensive lifelong financial planning, he is a specialist in the pensions and retirement income markets.

Prior to joining Clarion Michael worked for insurance company Commercial Union in a variety of roles, latterly as regional pensions manager for the North West. Michael is one of the most knowledgeable pensions experts in the financial planning industry, and holds every pensions and retirement qualification available from the Chartered Insurance Institute.

When not arranging highly advantageous retirement plans for clients Michael is a keen tennis player and footballer whose achievements include coaching the Holmes Chapel Hurricanes under-13s, then under-14s, to back-to-back league and cup double wins.

He is also an avid quizzer, and appeared on the BBC2 show Eggheads in an episode that was screened in September 2014.

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Related Items

Video - Retirement options explained

Michael Brooke explains the main retirement income options, including a range of annuities and drawdown plans, available to individuals with defined contribution pension savings.

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Video - Using tax-free cash to fund retirement income

Michael Brooke explores a method by which tax-free cash from a pension commencement lump sum entitlement can under some circumstances be used to provide a tax-efficient income.

Watch video

Client testimonials for Michael Brooke

Read what Michael's clients say about doing business with him and the service they have received.