Mike Pimm started his financial services career with Guardian Royal Exchange in 1989, before becoming an adviser in 1991 within a small local IFA practice, where he spent 14 years advising mainly individuals and Company Directors.
It was towards the end of this period that he realised Financial Services had to change. Clients were being sold ‘products’, however he felt a responsibility to provide an ongoing service, which could be paid for without the need for a product sale.
Mike joined forces with fellow director, Kevin Guy, and started Cotswold Financial Planning in 2008, and with his clients' continued support, introduced a fee-based proposition that enabled them to provide the service and support their clients deserve and have continued to grow and improve the programme ever since. This now includes technology-based solutions, offering client access to online valuations and information; and use of cash-flow forecasting tools to show how long your money will last in retirement.
During this time he has continued adding to his accreditation, achieving the Personal Finance Society Diploma (PFS), which demonstrates a high level of expertise with specialist knowledge of financial products. In addition, he is also a qualified pension transfer specialist.
When not at work, you will often find Mike cycling around the Cotswolds. In the summer of 2013 he joined up with some friends and cycled 3250 miles across America in just 35 days, raising nearly £15,000 for their two charities; MS Society & Motor Neurone Disease Association. Rumour has it there are plans afoot to cycle north to south Japan in 2017 (watch this space).
Mike is adamant they will continue to improve the proposition for their clients and keep their best interests at the forefront of the business.