Michael Thompson
DipPFS
After 15 highly successful years at the Co-operative Financial Services, Michael co-founded MKT Wealth Management Limited. He specialises in customised financial planning for business owners and the self-employed, as these individuals all have their own unique financial needs. Michael’s has expertise in inheritance planning, helping clients minimise their tax burden on retirement and investment planning, and crafting strategies for those with significant income.
About
Following being a major influencer in how best to deliver the client advice proposition at the Co-operative, he has drawn upon this to be able to offer a highly personal bespoke service having identifying a client’s financial priorities and objectives. He strongly believes that face to face advice is the most beneficial for clients and this is backed up by providing access to the excellent suite of St. James's Place products.
His specialisms:
- Investments and Regular saving options
- Pre and Post Retirement Planning
- Personal and Business Protection
- Inheritance Tax Planning
The level of satisfaction may be judged by the fact that most new clients come to him as a result of personal recommendations by existing clients.
He treats all his clients as individuals and realises that no two clients are the same. Therefore, all his recommendations are tailored to meet the exact needs of the client. This is how he has managed to maintain long lasting relationships with a high volume of clients.
As well as his own experience and knowledge, he can call on any number of specialists either within the Partnership or from a carefully selected number of industry experts or providers. In this way an appropriate solution can be found for any given situation. This comes with the complete peace of mind, of the St. James's Place guarantee*.
Michael has a real passion for sport, particularly football and running and spends his time following Hull City AFC. He is married to Rachel and enjoys running around after his two daughters and holidaying with family and friends.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*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 at www.sjp.co.uk/products
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.
