With over 20 years industry experience, I have chosen to become a Financial Adviser to devote my time to helping others make the most of their money and reach their financial objectives. I realise that no two clients are ever the same, so bespoke individual solutions with honest and pragmatic advice will help meet your needs.
Joining St. James's Place Wealth Management has given me the support and technical excellence which will enable me to take my business and my clients to a new level.
I work alongside my clients' solicitors and/or accountants, which enables me to create appropriate solutions to meet client objectives. Financial planning can be complex at times, therefore my aim is to present the necessary information to each client in a clear manner to ensure that each aspect can be understood, especially in more complex situations involving Business Protection and Inheritance Tax Mitigation.
Outside of work I enjoy watching and playing sports, movies and spending as much time as possible with my family.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Michael is a honest, clear and trustworthy financial adviser. I have had the pleasure of introducing my clients to Michael and all are happy with his service, having worked with Michael at various times during the last fifteen years, I wouldn't hesitate to recommend him to anyone.
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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.