Michelle Germain Wealth
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Michelle Germain Wealth has been providing financial advice for over 25 years. We focus on offering personalised financial advice tailored to your needs. Our specialties is Pension Drawdown, accessing 25% tax-free cash & Annuities.
We can advise you on
Clients
helped
83helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£150k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Michelle Germain APFS
Chartered Financial Planner
Alan Ikin
Director of Operations
What our clients say
ma
Mr and Mrs Thomson
Michelle has been looking after our finances for almost 5 years now and we have nothing but genuine praise and thanks for her support.
She has gone above and beyond in terms of helping with our...
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Mrs Hendry
I’ve had a successful and long standing relationship with Michelle Germain building up my savings and pension plan to ensure that I could retire early in a healthy financial situation.
Michelle has...
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Mr Holloway
Michelle has managed my Wealth Account for 18 years since my retirement and has looked after my investments well with regular updates and suggestions to improve the return on my investments.
She...
mj
Mr Johnson
Michelle has been looking after my pension and savings since about 2006.
She brings a highly professional yet uncomplicated and light approach which has always helped me in coming to investment...
ma
Mr and Mrs Rye
Michelle has been our much valued financial planner since 2006.
At that time, by consolidating our disparate financial assets and by calculating the income they might provide, she enabled us to...
mh
Mr Hay
The advice I have received from Michelle Germain over the last 15 years has been outstanding!
My finances would not be what they are today without her advice and guidance. Her advice has been...
Compliance
Our advice is not free. When you invest with St. James’s Place you pay for the advice and the products recommended. You will receive a personalised illustration which sets out how these charges apply to your specific investment from your St. James’s Place Partner prior to you making an investment and incurring any of these charges. For more information, please review St. James's Place's fees.
Legal information
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This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.