Clients - Testimonials

I first met Mike Heelan in January 2006 at an informal meeting to discuss my financial planning.  Mike has since arranged an Investment Plan for me to provide savings for my Grandchildren and investment planning to provide me with a monthly income, whilst the initial capital is reinvested.  Mike recommended a colleague who is a Pensions specialist and my Pension was reviewed and placed with a better provider.

Mike is always available to answer any queries i may have .  Mike has given me peace of mind with which to enjoy my retirement.

Mr and Mrs O Pointing - Islington, London

My wife and myself were in need of good financial advice. We had the good fortune to be put in touch with Mike Heelan of St. James's Place and he arranged our financial affairs to our satisfaction.

We found Mike to be a man of integrity, honesty and completely trustworthy and we have no hesitation in recommending him to look after the needs of our family and friends.

Mr and Mrs M Rimmington - West Yorkshire

After a bad experience with the Stock Market, Mike regained our confidence in investing back into stocks and shares. Mike is clearly focused on our financial requirements and is very honest with his advice of where to invest.  We would not hesitate to recommend Mike to friends and family.

Barry and Elizabeth Moult - Manchester

Like many other people, we were worried about our eventual Inheritance Tax liability. Mike helped us to reduce this by re-writing our Wills.

We are very impressed with Mike's astute professional advice, and also with the analytical market updates which we regularly receive. Mike is a very friendly and efficient person to deal with and we have every confidence in his expertise.