Michael has worked in the financial services industry for over 30 years and was approached by St. James's Place Wealth Management in June 1992 to join the organisation. In 2000 the Practice became a Senior Partner Practice. Michael prides himself on his professionalism and dedication to providing the highest level of service to his clients. He enjoys providing bespoke advice to meet a variety of financial objectives, specialising in investment planning, retirement planning, Inheritance Tax Planning/mitigation and other tax efficient strategies.
The team consists of staff members, all of whom have a wealth of financial services experience. Each and every team member is client facing and has on-going day-to-day contact with clients, providing a professional and interactive service.
Tom joined Michael Kiener Wealth Management Limited in 2017 as an adviser following the sale of his Partner Practice to Michael. Tom joined St. James's Place over 10 years ago having had a wealth of experience within the financial services industry prior to this.
Susan is responsible for the management and day to day running of the Practice. Her role is totally client facing ensuring that a high level of professional service and quality administrative assistance is provided by all members of the team thereby ensuring that the client’s best interests are served at all times.
Ana arranges and co-ordinates all aspects of marketing for the Practice to include Seminars, Client events etc. In addition she handles all of the accounting functions.
Charlotte is responsible for all levels of general administration across the Practice, working closely with all Team members to ensure that all administrative requirements within the Practice are dealt with in a timely and professional manner.
Stuart, who is a qualified Financial Planner has been in the Financial Services Sector for over 12 years. Working across all technical areas of investment, retirement planning and protection, Stuart is currently working towards achieving Chartered status.
Sam joined Michael Kiener Wealth Management in 2013 and enjoys a close working relationship with clients. His principal role is the processing of all new client business to ensure a timely and efficient administrative flow, in addition when needed he also assists in sourcing research data. Sam is currently working towards his Financial Services Diploma.
Sarah has recently joined the Practice but has worked within the financial industry for 15 years, specializing in Defined Benefit pension schemes. She has extensive knowledge of new business and the transitioning of new clients into the Practice. Sarah is responsible for leading the administrative team to ensure that a proactive client approach is achieved at all times.
Karolina has joined the Practice to work within the Sales Administration team. She is responsible for dealing with client queries, assisting with investment and withdrawals and the processing of new business.
Following the acquisition of another St. James's Place Partner Practice, Denise joined Michael Kiener Wealth Management Limited as a Sales Administrator in October 2016, however, Denise has worked within St. James's Place for in excess of 6 years. She is responsible for dealing with all new business and the provision of a high level of administrative assistance to clients on a daily basis.