I have worked in the financial services industry for over 30 years.
I 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.
I pride myself on my professionalism and dedication to providing the highest level of service to my clients. I 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.
Michael has been a breath of fresh air in sorting out our financial affairs, and advising us on how to mitigate inheritance tax. His knowledge is profound and he quickly assesses your financial situation. I have no hesitation in recommending him as a Financial Adviser, who is and will be of the grea...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.