Associate Partner Practice of
St. James's Place Wealth Management
 

Mike Pope, Paraplanner

Mike works closely with Tim to prepare client suitability reports, with all the required research and appropriate technical work this entails. Mike and Tim have formed a strong relationship due to the time they have spent working together. Mike’s attention to detail, which is an ideal fit with Tim’s approach, ensures that clients receive high-quality and carefully considered advice.

Mike is passionate about the accuracy and suitability of client advice to promote the best possible outcomes whilst seeking to avoid any unnecessary delays.



Carl Miller, Paraplanner

Carl began his Financial Services career in 2005 working for a major UK High Street Bank. In 2014, Carl joined a Practice of St. James’s Place as a trainee Paraplanner/ Administrator and quickly caught the Paraplanning bug, which led him to complete the Diploma in Regulated Financial Planning. Carl is undertaking further studies to achieve Chartered Financial Planner status.

Carl manages a team of paraplanners and administrators, to ensure work is completed on schedule and liaison with third parties to ensure that all relevant information is obtained, which enables the paraplanners to carry out the analysis, research and formulate recommendations.

The support Carl and his team provide, in consultation with Tim, particularly around complex client scenarios, promotes robust and well thought out recommendations, including long-term, bespoke financial plans to meet client aims and objectives.