Qualifications

  • RegDipFP – Regulated Diploma in Financial Planning (DipPFS)
    This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Chartered Insurance Institute

Member of the Personal Finance Society

As a member, I am part of a professional body that is well-known and respected by employers, regulators, and my professional peers.

Michael Geddis

Financial Planner

Michael has worked within the financial planning industry for 6 years. Michael joined Platinum in 2022 and has recently completed his advisory training programme which has seen Michael successfully progress into the role of Financial Planner. Having previously worked in administration and paraplanning roles, Michael is able to put his technical knowledge and expertise to good use with our clients.

Michael enjoys working across the various advice areas and has a keen interest in working with clients who are focused on asset management and retirement planning.

Michael has a very bright future ahead as a Financial Planner with a great work ethic and always keen to ensure that every client receives the best possible service.

Reviews and Ratings for Financial adviser Michael Geddis, Belfast

Important
information

Michael
Outside of work

Michael is hard-working, approachable and sociable who enjoys spending time with family and friends.

In his spare time, Michael enjoys keeping active through running, hiking and mountain biking.

Also, a keen football fan, Michael enjoys keeping up to date with all the latest football news.

Finally, Michael loves to travel and experience new countries and cultures.

Michael
In the spotlight

My proudest moment as an IFA was:

Successfully completing my adviser training programme, putting all my years of technical paraplanning experience into practice with clients.

 

 

The three things I love most about my job are:

Building strong relationships with clients and using my technical knowledge to help provide insight and identify important financial needs.

Helping clients meet their financial goals to help improve their lives.

The types of people I most enjoy working with are:

I enjoy working mostly with clients at retirement in order to help them achieve the lives they want.

Get in touch

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