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Mike Wardlaw Financial planning

Mike Wardlaw

Financial planning

Areas of expertise

Mike specialises in planning for business owners, family businesses and senior executives and works with other professional advisers to encompass all aspects of a client's wealth. He practices a holistic approach to financial planning to ensure that clients focus on their goals, structure and manage their wealth effectively and achieve their lifetime objectives.


Mike has more than 30 years experience in financial services. He joined Evelyn Partners in 2013 from Bank of Scotland having worked for 24 years in Private and Corporate Banking. He combines planning for clients with managing a team of financial planners.

Notable client work and achievements

Mike's experience in both banking and financial planning for corporate and commercial business owners give him a unique insight in this area and has proved invaluable to clients over the years.

Professional qualifications and memberships

Chartered Financial Planner and Fellow of The Personal Finance Society.
Chartered Banker and Member of the Chartered Banker Institute.
Member of the Chartered Institute for Securities & Investment.

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