About Mike Sleep
Dip PFS, CII [MP & ER] Member of The Society of Later Life Advisers
I am the Principal of Solent Wealth Management a Partner Practice of St. James's Place Wealth Management. I have had a successful career within the Wealth Management industry for over 30 years, providing financial advice to clients across the Isle of Wight and the mainland.
In 2014 I opened my office at 9a Bath Road in Cowes where clients new and old can drop in for a chat or for some advice.
I specialise in the following areas:
- Investment Management (i.e. Investment Planning for Income and or Growth, including ISAs)
- Protecting your estate from Inheritance Tax and potential care home fees
- Establishing family trusts* for the provision of future generations
- Personal protection against sickness and/or death
- Pension and Retirement planning including Annuities
- Estate planning
My philosophy focuses on maintaining a long-term trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives peace of mind. I offer clients a bespoke and high level personal service that is rarely seen in today's financial marketplace, taking time to understand and empathise with my clients and their needs before offering advice. You will also have the peace of mind in knowing that the suitability of the advice that I give you when recommending any of the products and services provided in the group will be guaranteed by St. James's Place Wealth Management.
I have been described as being approachable, supportive, patient, and trustworthy and, most importantly, put the interests of my clients at the heart of all that I do. I have always lived on the Isle of Wight. In my spare time, I sail a catamaran, am a keen music enthusiast, along with using my VW Camper Van, Ural sidecar motorcycle and Harley Davidson. I love walking my Irish Terrier making the most of the beautiful Island scenery.
As the details contained in this website will demonstrate, myself and my team within Solent Wealth Management, provide a seamless service of distinct quality, professionalism and expertise covering a comprehensive range of bespoke financial services and wealth management. With the backing of St. James's Place Wealth Management, we have a wealth of support and technical knowledge at hand, as well as access to what we consider "best of breed" panel providers. This additional resource means that we should always be able to offer appropriate solutions to address most needs and objectives.
This website can be used to view your investments, and in addition we supply regular bulletins, news updates and commentaries from leading fund managers and key individuals in the industry on SJP TV. Just click on the icons to the left of this page to view.
It is hoped that you find the website informative. We look forward to sharing some ideas with you in the near future and would welcome the opportunity to explore how we can work together to improve or enhance your financial situation.
For a non-obligation consultation please contact us or complete our enquiry form.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.