Millfield Wealth Management Ltd
I am a Financial Adviser and have worked in financial services for over 12 years and more recently decided to move into financial planning and wealth management.
I joined an established practice, Millfield Wealth Management Ltd, who are Partner Practice of St. James's Place Wealth Management because of the wealth of experience both firms offer. I am delighted to provide my clients with holistic financial planning tailored to their personal circumstances and objectives. My commitment is to build strong relationships with my clients and look after their needs by regularly reviewing their situation.
I have a strong background in mortgage advice including equity release* advice, family and business protection. I now specialise in investment and pension advice at retirement and pre-retirement planning, as well as inheritance tax planning.
St. James's Place Wealth Management is one of the UK's leading wealth management organisations that focuses on delivering quality, face to face advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.
Please feel free to connect with me on LinkedIn or email me at email@example.com or call me on 07895 062257.
Also please see Millfield and St. James’s Place Wealth Management websites below:
Your home may be repossessed if you do not keep up with the repayments on your mortgage.
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.
* This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The title `Partner Practice' is the marketing term used to describe St. James's Place representatives.