a person stacking coins on top of a table

Welcome to St.Barts -

by Mike McConnell

Expert financial planning to protect your future, grow your wealth, retire with confidence, and pass it on thoughtfully — clear strategic financial planning as individual as you are.

Book a free initial consultation ➔

Learn about St. Barts ➔

For over 30 years, I have helped clients gain financial clarity through expert, personalised advice.

I help individuals and families navigate financial complexity, unlock growth, and achieve financial goals and objectives through expert guidance and personalised strategies. Together, we combine strategic thinking with practical action.

✓. Protect properly

✓ Invest intentionally

✓ Retire confidently

✓. Preserve wisely

150+

Individuals and Families advised long-term

Book a free initial consultation ➔

30+

Years client facing experience

Investing can help your money grow over time, but the value of investments can go down as well as up.

Most people think financial planning is about numbers. I believe it's about people - understanding what matters to them, the people who matter to them, their goals, their challenges, and the decisions that shape their future.

100's

Of successful financial plans delivered

150+

Individuals and Families advised long-term

30+

Years of experience

For whatever stage in life you're at - I'm in your corner.

Protect

Protect properly to ensure your assets, liabilities, income, financial goals and objectives are covered through comprehensive risk assessment and insurance solutions.

✓ Income protection strategies

✓ Life & health insurance review

✓ Keep objectives on track with tailored protection plans

Invest

Invest intentionally to align your assets with your personal goals and objectives through strategic investment and tax-efficient structuring.

✓ Diversified portfolio construction

✓ Risk assessment & management

✓ Performance monitoring

Retire

Retire confidently with a strategy tailored to your lifestyle goals in each stage of your retirement.

✓ Pension optimisation

✓ Bespoke Income planning in retirement

✓ Tax planning

Preserve

Preserve wisely to ensure your own needs are met AND pass wealth on tax efficiently when the time comes.

✓ Comprehensive review of assets

✓ Tax-efficient structuring

✓ Access to specialist solutions

Learn about our services ➔

Our proven process to
drive your success

Discover & Diagnose

Understanding your goals, current position, and challenges.

Strategise & Plan

Building an actionable roadmap aligned with your goals and objectives

Execute & Optimise

Implementing your plan, monitoring progress, adapting to change.

The value behind our partnership

My partnership with you goes beyond delivering solutions - it's about building trust, meaningful relationships and genuine connection, all while aligning every step with your goals. I go beyond advising to become your strategic partner - delivering tailored solutions, expert insight, and regularly reviewing progress.

Deep Collaboration
Expertise
Solutions
Regular review

I work side by side with you, helping you at every turn with real world coaching and advice, sharing in the ups and downs of life to ensure strategies translate into real progress toward your goals and objectives.