Millfield Wealth Management Limited
Partner Practice of St. James's Place Wealth Management
After leaving Poole Grammar School in 1976 Gary set out on a career in financial services.
After eight years, working in the Head Office of Gresham Life, he was promoted into the role of Account Manager for the next four years. These years taught him the value of customer service in the office environment and the incredibly important role it plays in the planning of all clients' futures.
The opportunity arose for Gary to take up the position of Pensions & Investment Consultant with Prudential Intermediary Division in 1988. After ten successful years with Prudential Gary became an independent financial adviser in 1998.
In line with his professional background Gary has focussed on developing specialist knowledge in helping clients both pre and post retirement.
The Partner Practice 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.
Millfield Wealth Management Limited is registered in England and Wales, Number 10246824. Registered Office: 120 Pall Mall, London, SW1Y 5EA, England.