Michelle Germain Email and Phone Number
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As a Chartered Financial Planner, I understand the importance of building strong relationships with my clients. What sets me apart from other advisers is my passion for helping clients ‘Plan for the Longest Holiday of Their Life’. I do this by helping my clients put their financial ‘house’ in order through holistic, client centred planning. I understand that financial planning is not just about investing money, but about creating a plan that aligns with their unique goals and values. By taking the time to get to know my clients and their families, I can provide personalised recommendations that will help them achieve their desired lifestyle both now and in the future.As someone who has been in the Financial Services industry for over 25 years, I pride myself on excellent client service and the long-term relationships that I have built based on trust. My clients rely on me to help them navigate complex financial decisions and achieve their goals, and I take that responsibility seriously.The value of your investment can go down as well as up. You could get back less than you invested.Michelle Germain Wealth 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). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.SJP Approved 15/11/23
Michelle Germain Wealth
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Owner: Michelle Germain WealthMichelle Germain Wealth Oct 2023 - PresentSurrey, Kent, LondonRe Brand AnnouncementAfter months of planning, I am pleased to announce my brand : Michelle Germain WealthMichelle Germain Wealth is a Senior Partner of St. James’s Place Wealth Management and am SO grateful for all the support I have had over the years. None moreso than this year.Michelle GermainChartered Financial PlannerMichelle Germain Wealth Ltd, Senior Partner Practice of St. James’s Place Wealth ManagementHelping you plan and enjoy the longest holiday… Show more Re Brand AnnouncementAfter months of planning, I am pleased to announce my brand : Michelle Germain WealthMichelle Germain Wealth is a Senior Partner of St. James’s Place Wealth Management and am SO grateful for all the support I have had over the years. None moreso than this year.Michelle GermainChartered Financial PlannerMichelle Germain Wealth Ltd, Senior Partner Practice of St. James’s Place Wealth ManagementHelping you plan and enjoy the longest holiday of your lifewww.michellegermain.co.uk Show less -
Family Justice ProfessionalResolution May 2023 - PresentAlready a Chartered Financial Planner, specialist pension partner advising on final salary transfers, general retirement planning and Pension Sharing orders, I am now a practising family justice professional for Resolution!Resolution is becoming part of the largest membership organisation for family justice professionals in England and Wales. -
Chartered Financial Planner And Senior PartnerGermain Financial Associates Jan 2005 - Oct 2023Cheam, SurreyAs a Chartered Financial Planner, I understand the importance of building strong relationships with my clients. What sets me apart from other advisers is my passion for helping clients ‘Plan for the Longest Holiday of Their Life’. I do this by helping my clients put their financial ‘house’ in order through holistic, client centred planning. I understand that financial planning is not just about investing money, but about creating a plan that aligns with their unique goals and values… Show more As a Chartered Financial Planner, I understand the importance of building strong relationships with my clients. What sets me apart from other advisers is my passion for helping clients ‘Plan for the Longest Holiday of Their Life’. I do this by helping my clients put their financial ‘house’ in order through holistic, client centred planning. I understand that financial planning is not just about investing money, but about creating a plan that aligns with their unique goals and values. By taking the time to get to know my clients and their families, I can provide personalised recommendations that will help them achieve their desired lifestyle both now and in the future.As someone who has been in the Financial Services industry for over 25 years, I pride myself on excellent client service and the long-term relationships that I have built based on trust. My clients rely on me to help them navigate complex financial decisions and achieve their goals, and I take that responsibility seriously. Germain Financial Associates is a trading name of Germain Wealth Management Ltd Show less
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Financial AdviserBarclays 1998 - 2003 -
Financial Planning OfficerHsbc Jul 1991 - Feb 1998
Michelle Germain Skills
Frequently Asked Questions about Michelle Germain
What company does Michelle Germain work for?
Michelle Germain works for Michelle Germain Wealth
What is Michelle Germain's role at the current company?
Michelle Germain's current role is Chartered Financial Planner | Retirement Planning Specialist | Senior Partner of St. James’s Place | Helping business owners and senior executives plan and enjoy the longest holiday of their lives 🏝️.
What is Michelle Germain's email address?
Michelle Germain's email address is mi****@****p.co.uk
What skills is Michelle Germain known for?
Michelle Germain has skills like Retirement Planning, Investments, Inheritance Tax Planning, Wealth Management, Estate Planning, Asset Management, Financial Planning, Business Strategy, Employee Benefits, Pensions, Strategic Financial Planning, Asset Managment.
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Michelle Germain
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Michelle Weidenbenner
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