Michelle Headen
MLIA (Dip)
I have worked within the financial services industry since leaving school were I started my journey at the Royal Bank of Scotland as a customer service adviser and I have now been running my own wealth management business for over 29 years.
I am passionate about helping my clients achieve their financial goals as they move through different stages of their lives.
Outside of work I enjoy high intensity exercise classes, theatre, live music and reading but my biggest love of all is spending time with my family and my three beautiful toy poodles Bruno, Boddington and Blahnik.
Specialisms:
About
For me, running a business is both exciting and challenging.
I am passionate about helping people achieve financial freedom and independence and this is always driven by what is most important to each individual client once we have established their financial aspirations and dreams.
Investing can seem complex and overcomplicated, so I like to simplify the process and take a holistic approach to create a lifestyle-based financial plan that is tailored to each individual client.
I have been running my business for over 29 years and I now deal exclusively with existing clients and personal introductions from satisfied existing clients which makes me very proud of what we have achieved.
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.
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.
