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.