Michelle Germain

Michelle Germain Email and Phone Number

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 🏝️ @ Michelle Germain Wealth
Michelle Germain's Location
London Area, United Kingdom, United Kingdom
Michelle Germain's Contact Details

Michelle Germain work email

Michelle Germain personal email

n/a
About Michelle Germain

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's Current Company Details
Michelle Germain Wealth

Michelle Germain Wealth

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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 🏝️
Michelle Germain Work Experience Details
  • Michelle Germain Wealth
    Owner: Michelle Germain Wealth
    Michelle Germain Wealth Oct 2023 - Present
    Surrey, Kent, London
    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… 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
  • Resolution
    Family Justice Professional
    Resolution May 2023 - Present
    Already 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.
  • Germain Financial Associates
    Chartered Financial Planner And Senior Partner
    Germain Financial Associates Jan 2005 - Oct 2023
    Cheam, Surrey
    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… 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
  • Barclays
    Financial Adviser
    Barclays 1998 - 2003
  • Hsbc
    Financial Planning Officer
    Hsbc Jul 1991 - Feb 1998

Michelle Germain Skills

Retirement Planning Investments Inheritance Tax Planning Wealth Management Estate Planning Asset Management Financial Planning Business Strategy Employee Benefits Pensions Strategic Financial Planning Asset Managment Financial Advisory Portfolio Management Banking Relationship Management Small Business Retirement Wealth Management Savings Financial Services Strategy Critical Illness Finance Insurance Wealth Management Services Income Protection Financial Risk Investment Advisory Investment Strategies Entrepreneurship Protection Financial Planners Investment Management Asset Allocation

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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