Michael has worked in the financial services industry for over 30 years and was approached by St. James's Place Wealth Management in June 1992 to join the organisation. In 2000 the Practice became a Senior Partner Practice. Michael prides himself on his professionalism and dedication to providing the highest level of service to his clients. He enjoys providing bespoke advice to meet a variety of financial objectives, specialising in investment planning, retirement planning, Inheritance Tax Planning/mitigation and other tax efficient strategies.
The team consists of staff members, all of whom have a wealth of financial services experience. Each and every team member is client facing and has on-going day-to-day contact with clients, providing a professional and interactive service.
Susan has been with the Practice 2 years and works closely with Michael in running the day to day working life of the Practice. Her role is totally client facing ensuring that a high level of professional service and quality administrative assistance is provided by all members of the team to ensure that the client’s best interests are served at all times.
Ana arranges and co-ordinates all aspects of marketing for the Practice to include Seminars, Client events etc. In addition she handles all of the accounting functions.
Stuart, who is a qualified Financial Planner, has recently joined the Practice having been in the Financial Services Sector for over 12 years. Working across all technical areas of investment, retirement planning and protection, Stuart is currently working towards achieving Chartered status.
Sam joined Michael Kiener Wealth Management in 2013 and enjoys a close working relationship with clients. His principal role is the processing of all new client business to ensure a timely and efficient administrative flow, in addition when needed he also assists in sourcing research data. Sam is currently working towards his Financial Services Diploma.
Jayne has over 20 years’ experience in the financial services industry and joined the Practice in early 2015 as a sales/general administrator. Her primary role is dealing with new business and providing a high level of administrative assistance to clients on a daily basis.