Mike Wreglesworth, Wealth Management Consultant

View Mike Wreglesworth profile
Wealth Management Consultant
Member of the Woking BoB Club
Wealth Management Consultant Financial Adviser
Unit B1G1
Fairoaks Airport
Chertsey Road
Chobham
GU24 8HU
I am looking to meet clients who who would like to understand their financial affairs better.
Chairperson

Business Description

I am a specialist in planning for retirement, whether that be to create a lump sum during working life, or how to best use those savings and investments when you are about to retire. 

I love to help clients who need help understanding what they currently hold and how they can make the best decisions for their future. I work to each of my clients own agenda and timeframe. I don't mind what the plan for the future looks like, as long as there is one. 

I also hold a specialist qualification which enables me to help those who find themselves in the position of needing to pay for long term care for themselves or a family member. I am an expert in creating tax efficient income solutions, which are not complicated to understand.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 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.

Mike Wreglesworth 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.

My Recommendations

Mike has been working with my mother-in-law and helping her with her finances. I have found him to be very knowledgeable, he has many different suggestion and ways to help depending on circumstances. He is patient when required and really wants to help. I would highly recommend Mike to anybody and believe it would be beneficial for you to sit down with him to see what he can do for you.

from Ryan Stride

Catherine has helped me to deal with a very sensitive issue relating to my daughters trust fund. She has demonstrated throughout what I can only describe a the most professional manner. I am so grateful for your assistance with this Catherine and would not hesitate to recommend you in the future.

from Matthew Brown

Accreditations & Qualifications

Dip PFS