Senior Partner Practice of St. James's Place Wealth Management
“Michael's advice has always been first-class - delivered quickly, professionally and in language that is easy to understand. Michael’s guidance with a complex share option transaction was essential and he ensured that I had the full depth of knowledge to make the appropriate decision for my personal circumstances. For anyone seeking clarity in their financial arrangements - this is the service for them. I would thoroughly recommend him.”
Angela McGough, HR Manager for FTSE 100 Company
“Michael has helped me to manage my money by guiding me through the complexities of financial management strategies. He has provided me with excellent advice regarding Inheritance tax and skilfully helped me with Investments and Pensions. He has also arranged assistance from his colleagues for my mortgage renewals. He gives a very personal, friendly service which I would recommend unreservedly to anyone.”
Dr. John C. Stevenson
“I have been a client of Mick’s for nearly five years now and have always received an excellent and personal service from him. Mick’s dealings have always been transparent, well explained and have always had my best interests at heart. If you want someone who is honest and professional about their business then Mick is your man.”
“Having been disillusioned by various advisers in the 80 and 90's we first met Michael Roche in September 1997. He was young, bright and enthusiastic. From day one my business partners and I were impressed by his work ethic, accountability and honesty. He keeps us regularly informed and when he says he's going to do something, he does it. We have since transferred all of our Investment and Mortgage business and continue to enjoy a successful business relationship.”
“I have been a client of Michael's services for seven years now. I have always found his advice sound and well informed. My questions have been met with clear and useful answers including honest, "I don't know, let me find out" and he found out! With Michael, I feel I am in charge of my investments with clear advice.”
“Quite simply Michael is the only person my wife and I will turn to for financial planning and investments. I trust him and he's always available.”
“Michael has been efficient, communicative, enthusiastic and trustworthy in dealing with my financial matters to date. He has patiently explained everything in detail. It's been a huge relief knowing that my best interests are under the auspices of his expertise and wisdom. This has brought about significant peace of mind. I wish I'd got involved sooner! I've recommended him to friends, family and colleagues and will continue to do so.”
“Since my accountant recommended Michael, my family and I have entrusted him with our investment and estate planning requirements. His recommendations had an immediate positive impact on our affairs and brought much needed clarity, efficiency and transparency. We wish we met Michael sooner.
I am very happy to advocate Michael and the services he provides.”
“For a number of years now Michael has taken care of my financial investments, much to my satisfaction. He has sorted out problems that I had concerning trust payments with speed and efficiency. He keeps me in touch with a Monday financial bulletin and I have recommended friends to seek his services, as I find his advice valuable.”
Roger Sarsby, Bourdeilles, France
“I am very happy to write this testimonial for Michael. I had two other advisers previously who I felt were not involved and competent enough to maximise my finances. Michael, in contrast has been extremely diligent and helpful in this. I have always felt that he has my interests at heart. He has never applied any sales pressure. I would not hesitate to recommend him to anyone seeking good financial advice and management.”
“Having become dissatisfied with my previous financial adviser Michael Roche took over that role and has provided me with sound and practical advice. In the previous nine years my pension had actually made a loss, however, in the last 18 months my pensions and ISA’s have increased which is remarkable considering the volatile markets. Michael has offered an extremely professional and personable service and has made the time to meet me regularly. I am more than happy for Michael to handle my financial affairs for the long term.”
Your home may be repossessed if you do not keep up repayments on your mortgage
You should remember that past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. 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.
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.