Thank you for your enquiry. Having searched our database, we have matched you with Mike O’Shea of Mike O’Shea Wealth Management, Associate Partner Practice of St. James’s Place Wealth Management.
What Happens Next
Mike O’Shea, or one of his team, will now call you to discuss your requirements. This initial call will be absolutely FREE and without obligation. If it not convenient when they ring then let them know and rearrange a call back at a more convenient time for you.
Mike O’Shea will then analyse your situation and come back with his recommendations (if any are required). This can be done over the phone, by post or via email, whichever suits you best, and followed up with an initial meeting without obligation if required.
You decide if you wish to take up the recommendations.
MIKE O'SHEA WEALTH MANAGEMENT ARE FCA REGULATED.
THEIR FCA REGISTRATION NUMBER IS 802554 AND YOU CAN CONFIRM THIS ON THE FCA WEBSITE BY CLICKING ON THE LINK BELOW
A little bit more about Mike O’Shea Wealth Management.
As an Associate Partner Practice of the highly successful St. James’s Place Wealth Management, we offer expert advice in a wide range of important areas including investment, inheritance tax, pension and protection planning. We strongly believe in providing a high level, trusted service to all clients and we are fully aware that financial planning can be confusing at the best of times. We will help you to meet your financial objectives and plan for the future with confidence and optimism. We work closely with all our clients and believe in keeping them regularly updated with financial and economic news. Whether this means meeting regularly, or sending out bulletins, magazines and other relevant information, or attending one of my client events, we will meet each individual client’s own requirements.
In the meantime, if you would like any more information, please contact:
Mike O’Shea Wealth Management,
41 Vanbrugh Gate,
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.
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