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Michael Foreman BA(Hons) APFS

Chartered Financial Planner
Pension Transfer Specialist
Managing Director


Michael has achieved the prestigious Chartered Financial Planner status having completed the Personal Finance Society’s Advanced Diploma and having over 12 years of experience working in the financial services sector. He is a specialist in pensions and investments and firmly believes that ongoing holistic financial planning is far more valuable than one-off advice or a short-term fix.

His financial services career started in 2006 working for Barclays as a cashier and was quickly promoted at the young age of 18 to a personal banking role looking after clients on a one-to-one basis. Michael founded what would become Quantum Wealth Planning in 2015 after finishing university with the aim of offering a unique client-focused financial planning service.

Outside of the financial world, Michael is a keen musician and has played the drums from age 11. He can also be seen on the golf course, tennis courts, or around the pool table. You’ll also find him walking his dog, Scruffy, around Tunbridge Wells’ many parks and nature reserves.

Qualification Units Passed:

R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R05 – Financial Protection
J10 – Discretionary Investment Management
FA7 – Financial Services Products
ER1 – Equity Release
CF6 – Mortgage Advice
R08 – Pensions Update
J05 – Pension Income Options

Advanced Units Passed:

AF3 – Pension Planning
AF4 – Investment Planning
AF5 – Financial Planning Process
AF6 – Senior Management & Supervision

Other Qualifications:

Degree: First Class Honours
Music Production | University of Central Lancashire