Mike Anthony DipPFS Cert CII (MP)
Financial Consultant at JMS Wealth Management- Claim this Profile
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Bio
Phillip Bonser DipFA PFS
I have worked with Mike in the past and I know him to be a meticulous and personable adviser, building fantastic long term relationships by putting his clients at the centre of everything he does, each and every time.
Dean Sitch
Trustworthy, respectful, passionate to help customers realise their dreams. A pleasure to work with
Phillip Bonser DipFA PFS
I have worked with Mike in the past and I know him to be a meticulous and personable adviser, building fantastic long term relationships by putting his clients at the centre of everything he does, each and every time.
Dean Sitch
Trustworthy, respectful, passionate to help customers realise their dreams. A pleasure to work with
Phillip Bonser DipFA PFS
I have worked with Mike in the past and I know him to be a meticulous and personable adviser, building fantastic long term relationships by putting his clients at the centre of everything he does, each and every time.
Dean Sitch
Trustworthy, respectful, passionate to help customers realise their dreams. A pleasure to work with
Phillip Bonser DipFA PFS
I have worked with Mike in the past and I know him to be a meticulous and personable adviser, building fantastic long term relationships by putting his clients at the centre of everything he does, each and every time.
Dean Sitch
Trustworthy, respectful, passionate to help customers realise their dreams. A pleasure to work with
Credentials
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CF6 - Mortgage Advice
Chartered Insurance InstituteJul, 2022- Nov, 2024 -
Diploma in Financial Planning
Chartered Insurance InstituteJul, 2022- Nov, 2024 -
First Aid at Work
St Johns AmbulanceSep, 2019- Nov, 2024 -
Level 3 Award in Leadership & Management
ILMJul, 2018- Nov, 2024
Experience
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JMS Wealth Management, Senior Partner Practice of St. James's Place Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Financial Consultant
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Jan 2021 - Present
JMS Wealth Management is a Senior Partner Practice of St. James’s Place Wealth Management giving our clients peace of mind and access to a broad range of expertise. We are a small wealth management company with exceptional customer service levels. The success of our practice is based on maintaining long-term relationships with our clients and providing them with a source of trusted advice as their financial needs evolve over time. We cover Hampshire, the South Coast and London. St. James's Place Wealth Management is a FTSE 100 company, recently awarded “Best Wealth Manager” by Shares Awards 2021. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. JMS Wealth Management is a trading name of JMS Wealth Management Ltd. If you would like to discuss any aspect of your financial planning then I would be delighted to hear from you. Show less
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Santander UK
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United Kingdom
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Banking
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700 & Above Employee
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Select Relationship Manager
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Sep 2014 - Dec 2020
Individually manage a portfolio of more than 2022 high net worth clientsNewly onboarding, regular reviews, and enhancing ways to make finances work more efficiently (e.g. usage of tax free allowances, exploring real returns vs inflation, protecting personal finances)Key holder for branch, core team member and a leader by example for excellent customer serviceWork closely with Financial Planning Manager to enhance clients assets through an advisory serviceTrained 5 new to role startersEnjoy engaging with colleagues to inspire and improve their skill sets and confidencePassionate brand advocate and deepen my knowledge about products, giving confidence in deliveryPresented over 10 events in the community and Mayor of Fareham's Parlour regarding scam awareness and how to stay safe onlineLed charity initiatives including raising money for Brake through a sponsored in-branch bike ride Show less
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Personal Banker
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Dec 2013 - Aug 2014
Promoted from high street branch (Petersfield) to Flagship branch (Fareham)Selected to support other branches at times of high demand due to recognised high levels of productivity, product knowledge and customer serviceDealing with every aspect of personal banking including registering power of attorneys and bereavements, opening and servicing current accounts, savings, credit cards, personal loans and home insurance.Refer customers to Business Manager, Mortgage and Protection Adviser and Financial Planning Manager where appropriate. Show less
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Personal Banker
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Apr 2011 - Dec 2013
Meeting customers and reviewing their finances to improve the service and gain better returns.Being able to increase retention through service, which is of a high calibre, motivates me to introduce new products/services that can assist in making/saving money. Acting as a dependable source for colleagues and customers alike, and acting as a single point of contact for queries/concerns. By extending my knowledge, I feel confident to handle and complete new tasks that arise and do so with a structured plan. Show less
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Business Development Manager
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Sep 2010 - Apr 2011
Designed, implemented and evaluated events responding to client briefs such as team building days, board meetings, conference and Christmas party planning Developed an existing database of clients to add new business to the portfolio Networking with new and existing clients at Hampshire Chamber of Commerce events to grow company brand, leading to new business onboarded Designed, implemented and evaluated events responding to client briefs such as team building days, board meetings, conference and Christmas party planning Developed an existing database of clients to add new business to the portfolio Networking with new and existing clients at Hampshire Chamber of Commerce events to grow company brand, leading to new business onboarded
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Assistant Manager
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Apr 2010 - Sep 2010
Operation led role with duties including opening/closing, staff management, rota planning, bar management (running and restocking), front of house and staff training Helped open new site in Portsmouth (Portsmouth College grounds) Lead by example on sales and revenue generation for new teams to new site and coached a brand new staff team in various positions across the site Organised tournament fixtures and invited new and existing teams to attend for charity events and in-house events Show less
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Orange
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France
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Telecommunications
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700 & Above Employee
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Assistant Store Manager
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Mar 2007 - Apr 2010
Whilst studying my degree at Winchester, I worked in Orange to gain income Enjoyed my position by understanding the customers' needs and desires and matching that to the right phone and price plan. Helping to make savings where appropriate and looking at additional ways to benefit from the service e.g taking a second line, upgrading to a business contract where applicable and taking home broadband with a discount package. Staff management, store operation, till management and stock ordering Target hitting and achieved recognition by area managers Show less
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Education
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2006 - 2009
University of Winchester
BA (Hons), Business and Leisure Management
Community
