Expertise

  • Pension Planning
  • Invesment Planning
  • Wealth Management
  • Pensions for Directors
  • tax advice
  • Critical Illness Insurance
  • ISA
  • Investment Bonds
  • Pension Consolidation
  • Pension Advice
  • Protection and Insurance
  • Wealth Preservation and Growth
  • Pension
  • Investment
  • Mortgage
  • Life cover
  • Critical illness cover
  • Inheritance

Summary

Would you like to book a no obligation meeting?

 

As a Wealth Management Consultant, I have over 6 years’ experience in Financial Planning & Advice. Previously I have specialised in advising the needs of Hospital Doctors from FY1 to Consultant, but I have now opened myself up to advise all professionals with a focus on Pensions & Investments.

 

I have proven and recommended expertise in many areas, including:

  • Retirement Planning including Pension advice

  • Savings and Investments
  • Protection Needs – Including Life, Critical Illness, Income Protection and Estate Protection
  • Mortgages – Residential & Buy to Let (personal and Ltd Company)
  • I am a specialist on The NHS Pension Scheme
  • Estate & Inheritance Tax Planning
  • Trust Planning

 

My expertise lies in helping you gain a more in-depth understanding of your present financial situation and constructing a more efficient and progressive financial plan to help achieve your future goals.

 

Your home or other property may be repossessed if you do not keep up repayments on your mortgage

 

The value of your investment can go down as well as up. You could get back less than you invested.

 

Trusts and some buy to let mortgages are not regulated by the Financial Conduct Authority.

 

The Partner Practice is an Appointed Representative of and represents only St James's Please Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The St James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St James's Place representatives.


Experience

  • McMillan Wealth Consultants

    McMillan Wealth Consultants Limited, Partner Practice of St. James's Place
    - Current
    McMillan Wealth Consultants
  • Wesleyan Assurance Society

    Specialist Financial Consultant
    100+ Employees 2015 - 2022

    I previously focused solely on advising the needs of Hospital Doctors from FY1 to Consultant and into retirement.

    I have advised on many areas, including:
    • The NHS Pension Scheme
    • Pension Taxation – Including Lifetime and Annual Allowance Analysis
    • Estate & Inheritance Tax Planning
    • Trust Planning
    • Savings and Investments
    • Protection Needs – Including Life, Critical Illness, Income Protection and Estate Protection
    • Mortgages – Residential & Buy to Let


Qualifications

Chartered institute of insurance (Cii)Chartered institute of insurance (Cii)
Level 4 Diploma in Regulated Financial PlanningLevel 4 Diploma in Regulated Financial Planning
CF1
CF6
RO1
RO2
RO3
RO4
RO5
RO6


Interests and Hobbies

Boxing, rugby, sports



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