Mike Cavin Paraplanner Paraplanner

Professional
 

With nearly 23 years in financial services, Mike brings a wealth of experience and a deep understanding of client needs across South Yorkshire and beyond. His career began in retail banking, where he spent 12 years—8 of which were as a fully qualified financial advisor (CeFa)—serving diverse communities across 11 branches. This exposure laid the foundation for his client-centric approach and adaptability.

Mike later transitioned into mortgage broking (CeMap), where he spent a decade specializing in solutions for expatriates around the globe.

Currently, he works closely with financial planners and administrative teams to produce bespoke, high-quality client reports that meet rigorous regulatory standards. As he completes his Level 4 Diploma in Financial Services with the CII, Mike is preparing to return to advising, with aspirations of becoming Chartered.
 

Career Highlights

• Banking Advisor & Financial Advisor (CeFa) – 12 years in high street banking
• Mortgage Broker (CeMap) – 10 years, with a focus on international clients
• Paraplanner – Present role, supporting planners with tailored client reports
• CII Diploma in Financial Services – Currently studying toward Level 4 qualification

Personally

Outside the office, Mike is a proud father of one. He enjoys hands-on DIY projects, staying active through CrossFit, relaxing with fishing, and restoring his classic car—a passion project that reflects his attention to detail and love for craftsmanship.