Frank McMillan is an Associate Partner of St. James's Place Wealth Management. Since 2002, Frank has offered a personal face to face financial advice service, and now specialises in a range of important areas including investment planning, Inheritance Tax planning, retirement planning, pensions, protection, income drawdown.
"I believe that there should be no off-the-shelf solutions as in my experience every client has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another.
Most people have received some form of financial advice in the past. However, it may be fragmented, out of date or perhaps no longer relevant. I therefore base my recommendations on a thorough understanding of your personal circumstances and I believe my relationship with you begins, and not ends, at the point in which you decide to invest.
Furthermore, working as a representative of with St. James's Place Wealth Management means that my clients have the opportunity to benefit from a level of investment expertise, trusted advice and experience that is difficult to find elsewhere in financial services.
The majority of my clients are referred to me by friends, family or introductions from existing clients and I hope that once you become a client you too will have the confidence to do so."
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.
Frank has advised us for several years and we found him to be patient, professional and helpful. He considers our requirements carefully and ensures that we understand all of the relevant details and implications. We have recommended him to others in the past and would not hesitate to do so again....
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The Partner is an Appointed Representative of and 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/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.