Senior Partner Practice of St. James's Place Wealth Management
Before joining Regency Financial Planning, Michael had a very successful career within financial services. Joining Regency Financial Planning has increased his ability to achieve his client's goals by providing key administration and paraplanning support.
Michael offers expert advice in the following:
Inheritance Tax Planning
Pensions and Retirement Planning
Personal and Business Protection
Committed to giving a bespoke personal service tailored to the specific needs of each individual, Michael understands that his clients have their own personal concerns, responsibilities and ambitions. Recommendations are made following face to face discussions with clients to help them achieve their financial objectives. The level of satisfaction may be judged by the fact that most new clients approach him as a result of personal recommendation by existing clients.
Michael holds Chartered status and has been awarded Fellowship of the society which qualifies him at the highest level.
Contact Michael Baker - Chartered Financial Planner
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.
Regency Financial Planning is a trading name of Regency Wealth Ltd. Regency Wealth Ltd is registered in England and Wales, Number 7970712. Registered Office: Unit 6 Calder Close, Calder Park, Wakefield, West Yorkshire, WF4 3BA.