Introducing Michael Wroe
Personal financial planning: My Convictions
An evolutionary Process

Planning for a financially secure future for oneself and one’s family is a priority for everyone who demands control of their destiny. As circumstances change and evolve there is a need for continual revision of any planning to ensure objectives are met and new objectives defined.

What can you expect from me?

I provide a strategic personal wealth management service with particular emphasis on investor protection, tax efficient capital growth, and ease of access to a regular and predictable income, when required; a holistic and professional approach to achieve individually tailored solutions that are clearly understood by the client.

"I have known Mike for nearly 20 years and conducted business with Mike for most of the 20 years. I have found Mike to be professional, impartial and pragmatic in his advice at all times, and has never been aggressive or inappropriate in his approach.

I have no hesitation in continuing my business dealings with Mike and look forward to continued financial growth which St. James’s Place and Mike have consistently delivered".

Mr N Thomas - Vice President, Sales EMEA – Basingstoke Hampshire