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As a Senior Partner at St. James's Place Wealth Managment i provide the full range of Wealth Managment services to both individuals, business clients and Trustees. My sole emphasis is to create and maintain long lasting professional relationships and to become their trusted adviser as their financial reuqirements evolve.
I have been a professional financial planner for the last 14 years and specialise in all forms of Investment, Inheritance Tax planning and retirement planning.
My Services include:
Onshore and Offshore Investment Planning
Inheritance Tax Planning
Retirement Planning
Family and Business Protection Planning
All forms of Corporate Planning including employee benefit planning
St James's Place Wealth Management is one of the UK's leading Wealth Management Groups and has won many prestigious awards including the Daily Telegraph Wealth Manager of the year 2011 as voted by the readers of that publication.
For more information on any of my services please feel free to contact me at 07771931107 or michael.heelan@sjpp.co.uk
Specialties
Trust and Tax Planning.
Inheritance Tax Planning.
Visit our sections on estate planning and investments try our simple calculator to find out your net worth for estate planning purposes. Or why not request our information pack?
The Mike Heelan Practice is placed to help you plan for the future. If your total assets, including your property, are worth more than £325,000 (2011/2012) for a single person or up to £650,000 (2011/2012) for a married couple/registered civil partnership you could almost certainly benefit from meeting us. Why not read some of our testimonials to find out what other people think.
