Millfield Wealth Management Limited
Partner Practice of St. James's Place Wealth Management
Simon attended The University of Liverpool between 2012 and 2016, obtaining a BSc (Hons) Economics degree with a year in industry. For his placement year, July 2014 to August 2015, Simon worked as a Research Analyst for the in-house Fund Management Team in Greystone Financial Services, an IFA in Manchester. Upon Graduation in 2016, Simon began working with Brewin Dolphin in Cheltenham as an administrator until November 2017 when he continued administration work with a fellow Partner Practice of St. James Place Wealth Management.
Simon joined the Cardiff Office of Millfield Wealth Management in June 2018 as a Financial Analyst whilst undertaking the St. James’s Place Paraplanning Academy. Simon is currently studying for his Chartered Institute Financial Planning Qualifications with the aim of building key financial analysis skills over the next twelve months to progress to the position of Wealth Management Consultant in the future.
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: 118 Pall Mall, London, SW1Y 5ED, England.