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5.0

/5.0
/ Based on 2 ratings
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Paul Benn

I used the services of Prospect Tree Finance and in particular Mike Reed to advise me on my personal and work insurance, I found the advise very open and useful and took out the policies, Mike then helped ensure I had completed the documents correclty to ensure a smooth process which was very helpful. I woulld highly recomend using Prospect Tree Finance and have already been able to make other introductions.

Gareth Thompson

Have been working with Mike for a number of years now, and he has always been quick, friendly and an excellent client. Would recommend to anyone.

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Credentials

  • IFS diploma
    Institute of Financial Services
    Oct, 2012
    - Sep, 2024
  • IFS statement of professional standing
    Institute of Financial Services
    Nov, 2014
    - Sep, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Independent Financial Services
      • Mar 2009 - Present

      Running the business on a day to day basis, Advising on Pensions, Investments and most other things! Spend a fair bit of time mulling things over....

    • IFA
      • Mar 2009 - Present

      Holistic Financial Planners for Individuals and Businesses

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Director
      • May 2016 - Present

      Prospect Tree Mortgages sprang from our original IFA business. We are offering professional mortgage advice across Kent and i'm providing consultancy services to them. Nick Daynes is the main man, driving the company forward. Prospect Tree Mortgages sprang from our original IFA business. We are offering professional mortgage advice across Kent and i'm providing consultancy services to them. Nick Daynes is the main man, driving the company forward.

    • Banking
    • 700 & Above Employee
    • Business Financial Planning Manager
      • Sep 2005 - Mar 2009

      Advising SME's and interacting with Business managers Advising SME's and interacting with Business managers

Education

  • Wilsons
    Normal School stuff, maths, english, woodwork etc
    1984 - 1991

Community

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