Michael Ison
DipPFS, LLB
Managing your own financial affairs is invariably challenging and time-consuming. My background as a tax and trusts lawyer offers an additional perspective to my role as a wealth manager. It enables me to use my breadth of experience to guide clients through the often tortuous financial maze.
About
Planning for the financial security of a client requires an acute understanding of their individual needs and aspirations. I like to spend time getting to know my clients so that I can provide a highly personal and responsive wealth management service, tailored to their circumstances and built on trust. Regular appraisals and jargon-free advice help clients understand their financial position today and provide a roadmap to the future.
I have a broad range of clients including individuals, company owners, trustees and professionals, and I was exclusively appointed for 10 years by the Royal Institution of Chartered Surveyors to advise their members nationally on wealth management.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 11/11/2024
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.
