Partner Practice of St. James's Place Wealth Management
Mike is an experienced paraplanner, who enjoys working with and supporting our Financial Advisers to prepare written recommendations to our clients. He enjoys the variety of the cases which encompass retirement, investment and protection recommendations.
Mike has recently attained the CII Diploma in Regulated Financial Planning and is currently studying towards Chartered status.
Prior to joining Capstone Financial Management, Mike gained valuable experience working for independent financial advice companies and a number of Banks in the UK and Isle of Man, where he focused on client servicing and project roles.
Outside of work Mike enjoys spending time with his family and friends. He coaches for his local Appleton Academy Under 5’s football team for whom his two sons play. Having lived in the Isle of Man for 10 years, he enjoys the annual pilgrimage back to the island for the renowned TT races.
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.
Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.