A brief note to thank Michael Steggles of Steggles Wealth for his assistance in dealing with our various and complex financial arrangements. Mike has a very pragmatic and honest approach which I like, he certainly tells you what he thinks, rather than just telling you what you want to hear, which is refreshing. I would have no hesitation in recommending his services.
Managing Director, Based in Chester

I changed my financial adviser to Steggles Wealth (part of St. James's Place Wealth Management) a few years ago. I was losing confidence that my needs were being met or my own personal circumstances were properly evaluated by my previous advisers. After changing I have found Mike to be very professional and he has considered my specific needs. We agreed a strategy at the outset which was coupled with the planned sale of my business. As a result, the performance of my pension and ISA's has been good to date. Whilst some of this is no doubt down to market conditions, I feel I am in a lot better place than I would have been and this is largely down to the advice and the planning which Mike Steggles has provided. I have been very happy with the service I have received and I hope to see continued growth in my investments under Mike's guidance.
BM, Based in Manchester

I have known Mike for a number of years and have no hesitation in recommending Steggles Wealth Management to my clients. Mike’s professional approach and wealth of knowledge means that my clients receive the best wealth management advice possible.
Chartered Accountant, Based in Chester

During my professional career I had a number of poor experiences with financial advisers so, when the time came to appoint my own, I was rather hesitant. However, my concerns were very quickly overcome by Mike’s professionalism and depth of knowledge and I’m very confident that I am receiving a first rate and trustworthy service. I am happy to recommend him.
DS, Solicitor, Based in Chester

Mike was recommended to us by our accountant when we found ourselves at a point when we needed financial advice in our personal lives. We have been dealing with Mike now for over two years and we have always had sound advice from him. He is always very straightforward and if he doesn’t feel that we are considering the best option he will advise against it but ultimately leaves the final decision to us. Mike is always approachable and easy to talk to.
JH & RH, Based in Ruthin

I have worked with Mike Steggles for several years. He has helped many clients and has extensive knowledge in his specialist field relating to pensions and investments. He is a pleasure to work with and I have no hesitation in recommending him to others.
DW, Solicitor, Based in Chester

At a professional level we always find Mike to be very well informed. He is able to explain, in readily understood terms, the complexities of the financial environment, its impact on us, and how to deal with this. We really value that, at a personal level, he has taken the time and trouble to understand us and the aspirations we have for the years ahead, and know that this has helped him to provide helpful and focused advice. Getting our financial advice from a single, trusted source, has helped to take the hassle out of our financial planning. Mike is very personable, and we enjoy his humour – all of which makes financial planning very much more of a pleasure than it has been for us in the past!
Peter and Eileen, Based in York

I have watched Mike Steggles career and expertise develop over more than thirty years to a point where during his association with St. James's Place I feel fortunate that I have his expertise and care in looking after my financial affairs and also those of my clients who have accepted my recommendation of his services.
Private Client

We have used the services of Steggles Wealth for the past three years and are more than happy with the service provided. We are extremely happy with the results that have been achieved on both of our Pensions and the advice given by our Financial Adviser on some Pensions that my husband has from previous employers. I would definitely recommend Steggles Wealth Management to my friends and colleagues.
JC & SC, Based in Malpas

We have used the services of Mike Steggles for some period. Initially it was to assist us in ensuring we had the appropriate level of financial investment to maintain and cover continuing care costs for relatives. This was done in a manner that ensured their needs and requirements were the first consideration and were managed in a caring and professional manner ensuring that they understood where and how their money was being invested for the benefit of their continued care and financial security. Due to the way Mike dealt with them we decided to invest through Mike. We found that he thoroughly researched our requirements (which were totally different from our relatives) but were very relevant to us. These were discussed at length and explained fully before our investment was made. Possible pitfalls were also explained which was refreshing as some other investment companies that we enquired of were not so forthcoming! Ongoing monitoring and review ensures that we are given appropriate advice as soon as is practicable. His biggest value to us is that we can call him or his staff at any time and they will discuss with us our concerns or he will come and visit us at a time to suit us.
FF, Based in Chester