Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
He established Prince & King Financial Services Ltd in 1996 on his own.
As the company grew he moved into new premises in Earby. When Barclays Bank closed their branch in Earby Michael renovated the premises into a modern office suite.
Shortly afterwards he was joined in the business by his daughter Louise and they have together gone from strength to strength.
Michael is a specialist in pensions and retirement planning.
Having spent several years as a ”Member Trustee” in one of the largest occupational pension schemes together with the highest pension qualification in pensions from the Chartered Insurance Institute he has made this area of advice his specialist subject.
With the role of “Pension Transfer Specialist” he as the responsibility to oversee the company’s compliance with the regulators rules governing the transferring of clients occupational pensions.
Michael is a keen golfer and supporter of the Manchester United Football club, and enjoys outdoor pursuits and walking in the Lake District in his free time.
Michael is married with three grown up children - two daughters and a son.
He is very proud of his achievement in establishing a truly independent firm of financial advisers servicing the local area and beyond with clients all over the British Isles.
Louise’s journey within the Industry prospers as she continues to study and take further advanced qualifications with the hope to gain Chartered Status in the near future.
Louise thrives from helping clients, of all ages, build their investments and plan for their retirement.
Louise has two teenage children, Lewis 18 and Amy, 17, and in her spare time, she enjoys walking her cocker spaniel, Milly, and spending time with her long-term partner Allan. She also likes to keep herself fit by training at the gym and running on a regular basis.
Joanne is a mother of 2 teenage boys and she loves to spend time with them outside of the office. She also enjoys cycling, often across the country for many miles with her partner, Pete and her many friends
His qualifications include:-
• DipPFS - Diploma in Financial Planning
• CertPFS(DM) - Certificate in Discretionary Investment Management
• CertCII(MP) - Certificate in Mortgage Advice
David also manages Prince & King’s investment portfolios ensuring that our clients investments are achieving optimal performance, at all times.
In his spare time, David is a keen tennis player and is also a season ticket holder of Bolton Wanderers FC. He has two teenage children Amy, 17 and Lewis, 19.
His qualifications include:-
• Advanced Certificate in Mortgage Advice
• Certificate in Equity Release
• Certificate in General Insurance
Rachel is responsible for arranging the diary for all advisers for periodic reviews, new enquiries or other business. She also deals with all day-to-day queries and client appointment preparation.
Outside of the office, Rachel likes to keep fit by running on a regular basis, and completing running challenges for charity. She also enjoys spending time with her husband, Andrew and three children Hannah, Adam and Leah.
Lucy is most likely to be your first point of contact when phoning or visiting our Prince & King office. She is responsible for arranging the diary for all advisers for periodic reviews, new enquiries and any other business. She also deals with day-to-day queries and client appointment preparation.
Outside of the office, Lucy enjoys long walks with her Husband, Mick, and their one year old cockapoo, Rupert
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