Kelly Mills Mba Msc Fpfs Email & Phone Number

I help individuals navigate significant change in their lives, whether that be divorce, impending retirement or negotiating the realms of Long Term Care. Primarily my work includes planning for retirement; supporting individuals with financial independence post divorce and advising on Long Term Care and funding options available. However, does extend to other areas such as protection, investment planning and Inheritance Tax mitigation.I have been part of the Financial Services world since 2005 and I am a Fellow of the Chartered Insurance Institute. Throughout my journey, I have achieved a Masters in Wealth Management, became a coveted Chartered Financial Planner and I also have the accolade of being a member of the Society of Later Life Advisers, which is the gold standard in providing much needed advice and guidance with regard to Long Term Care.I pride myself on building long-term relationships with my clients and providing them with a source of trusted advice as their needs change over the years. Financial advice can be a complex area, even more so if you are thrown in to it due to a significant change in your life. I am passionate about making financial advice accessible; I am approachable and happy to help by providing much needed support and guidance – especially by simplifying the jargon.Outside of work, I love spending time making memories with my husband and two little boys, which includes many holidays to sunny Cornwall!The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP approved 24/1/2024