Millfield Wealth Management Limited
Partner Practice of St. James's Place Wealth Management
Jodie is qualified to advise on a wide range of Wealth Management services including Investment Planning, Retirement Planning, Mortgage and Protection needs. Her clients are ordinary people and the foundation of Jodie’s work is to take away the stress of financial planning, providing a bespoke service to enable them to make the most of their earned income, and then help build and safeguard it for the future and future generations.
With a dynamic political and financial landscape, and ever-changing client circumstances, Jodie believes in taking the time to get to know your unique circumstances to ensure the suitability of the advice she gives. It is not unusual for her to work alongside clients’ own professional advisers or making the necessary adjustments to her network of support to enable a more successful, simpler and time-saving process.
Jodie has a special interest in educating the younger generation around financial planning and runs workshops for her client’s children on the importance of looking after their finances. Jodie also has specific experience in providing advice to business owners, whether you’re an employed director or you’re self-employed, and runs a bespoke pension review service.
Having a strong reputation amongst her clients, Jodie is able to build her business predominantly on introductions, both from her private clients and from other long-standing professional relationships. Many of her clients are keen to recommend her to their friends, family and colleagues so that they too may benefit from the sound professional advice that they have themselves received.
Having graduated Swansea University with a first-class Business Management (Finance) degree, Jodie was selected to study with the prestigious St. James’s Place Academy, where she spent her time with leading trainers in the industry. Jodie has attained her Diploma in Financial Planning (DipPFS) and is working towards her Chartered Status.
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.