Partner Practice of St. James's Place Wealth Management
Although Michael only joined HJP CFP in 2017, he began his career in financial services in 1997 working for Sun Life in Guildford as a consultant to the Adviser sector, providing product and technical assistance to Financial Advisers around Surrey. He remained at Sun Life through various company transitions including becoming a part of part of Elevate in 2010.
Continuing with his professional development Michael achieved Diploma Status in 2012, and is a member of the Personal Finance Society and Chartered Insurance Institute. He completed the relevant CII exams and gained Financial Adviser status. Michael has been continuing his professional development and is currently working towards the Advanced Diploma in Financial Planning.
His main areas of expertise are Retirement Planning, both pre and post retirement, and Investment Planning (including taxation & trusts*). Michael has a passion for helping Clients with Cash Flow Planning.
Michael lives in Chaldon with his wife and 2 young children. When he is not at work you’ll find him; cycling through the Surrey Hills, enjoying (watching and occasionally participating in) Motor Sport and making the most of his Merlin Passes with family and friends at Theme Parks across the UK. Away from Family life his other passion is Motor Cars and he attends the Goodwood Festival of Speed every year casting an admiring glance at all the new cars on display!
Trusts are not regulated by the Financial Conduct Authority.
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.
HJP Chartered Financial Planners is a trading name of HJP Wealth Management Ltd. HJP Wealth Management Ltd is registered in England and Wales, Number 10490173. Registered Office: 176 South Street, Dorking, RH4 2ES.