McMillan Wealth Consultants Ltd a Partner Practice of
St. James’s Place Wealth Management.
I am passionate about helping my clients assess their current financial situation by planning to assist them achieve their financial objectives and needs. I specialise in providing advice in the following areas:
- Helping individuals and businesses manage their finances in the most tax efficient manner
- Helping to plan financially for the future, whether that be retirement or estate planning
- Protecting individuals, families, business owners and their employees financially
I will ensure that all of the above are done in a compliant manner – I have an in-depth knowledge of all of the relevant rules and regulations associated with financial services.
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 www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The ‘St. James’s Place Partnership’ and the title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.