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Michael Yuille

Financial Adviser

Based in Toulouse, France, Michael has been advising clients internationally for the past 15 years regarding their financial planning, including investments, insurance, pensions, and retirement planning.

As a U.K. qualified Certified Financial Planner (CFP™), Chartered Fellow (Financial Planning), and Pension Transfer Specialist, Michael provides bespoke financial planning and advice to individuals in the U.K., Europe, the USA, and throughout Africa.

In his spare time, he loves spending time with his family, improving his French, and working towards completing his private pilot’s licence.

  • Licensed, Registered or regulated in

    • The U.K. by the Financial Conduct Authority.
    • The U.S.A. by the Securities and Exchange Commission.
    • Europe by the Cyprus Securities and Exchange Commission.
    • South Africa by the Financial Services Conduct Authority. 

  • Areas of Expertise

    • Lifestyle Financial Planning and Cashflow forecasting.

    • Pensions and Retirement Planning.

    • Tax Planning and Tax Efficient Investment Advice.

    • Estate Planning (Wills, Power-of-Attorney, Trusts).

  • Qualifications

    • Level 6 Certified Financial Planner (CFP™): U.K.  

    • Level 4 Investment Advice Diploma: UK.

    • Level 6 Pension Transfers and Planning Advice (PTPA): UK.

    • RE1 (Key Individual) and RE5 (Reps) certificates: South Africa

    • USA:  NASAA Series 65 Uniform Investment Adviser Law Exam. 

    • SQCF Level 9 Practical Financial Exams: Practical Investment Planning PFE(PIP)®

    • France:  Autorité Des Marchés Financiers.

    • Cyprus : CYSEC Advanced Regulatory Exam.

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