About Us
Mike Heelan is a Partner of the St. James's Place Partnership and as such is able to introduce you to a range of financial services of outstanding quality.
Mike is a member of the prestigious Society of Trust and Estate Practitioners, The Chartered Insurance Institute and of The Personal Finance Society.
If, after an initial chat, Mike believes that you will benefit from another area of expertise in addition to his own, he will introduce you to another member of the St. James's Place Partnership with the talent and expertise to properly advise you.
Partners have access to an exclusive range of products with many important benefits. One remarkable benefit is the approach to investment management. Partners also provide access to an integrated suite of banking services.
In other areas, such as portfolio management, trust and estate planning and mortgages the Partnership has carefully selected products and services from other providers which we consider to be the ‘best of breed’.
Mike offers you the benefit of a single relationship to meet your financial needs to:
- Build or preserve capital
- Manage cash or borrowings
- Gain financial protection against risk
Please contact us to arrange an appointment to meet Mike.
The St. James's Place Wealth Management Group is part of St. James's Place PLC a public company, initially established by Mike Wilson, Sir Mark Weinburg and Lord Rothschild. Listed on the London Stock Exchange as a FTSE 250 organisation, St. James's Place Wealth Management is well established as one of the UK's leading wealth management organisations, serving over 400,000 clients.
The St. James's Place Wealth Management Group guarantees the advice given by its representatives when recommending any of the products and services provided by companies in the Group.
