Michael Zanelli ASCI

Financial Adviser

Michael is passionate about building strong, long term relationships with his clients in order to understand their financial aspirations and needs. With an ever changing environment and changing client circumstances, Michael believes that it is essential to write bespoke financial plans that he then proactively reviews on a regular basis. He specialises in offering expert advice in the core areas of retirement planning, investment planning (both onshore and offshore), Inheritance tax planning, financial protection and profit extraction for company owners.

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 levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.