MH Financial Planning is a Partner Practice of St. James’s Place Wealth Management and Mike Holland is the Principal. Mike has been a qualified Financial Adviser for 26 years. Mike is passionate about building lifelong relationships with his clients, helping them to secure their financial future for themselves, their businesses and their families.
As a full Member of Society of Later Life Advisers (SOLLA), Mike is covered by the Society’s Code of Practice and is able to provide clients with the best advice possible regarding long term care. Mike also works closely with Solicitors, Accountants and other St. James’s Place Partners where necessary in order to ensure that all clients receive a truly comprehensive solution to their planning needs.
My areas of specialist advice
In addition to specialising in Long Term Care, I am qualified in a wide area of Wealth Management including Retirement Planning, Inheritance Tax Planning, Estate Preservation and Investment Planning.
I am able to assist my clients in key areas such as:
- Paying for Care Fees
- Immediate Needs Annuities
- Inheritance Tax Planning
- Estate Preservation
- Investment Planning
- Retirement Planning
- Options for Taking Income at Retirement
How to contact Mike
Tel 0161 796-3897 Direct Line or Manchester office 0161 834 9480
Mob: 07958 513705
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The Partner Practice 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 title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.