Stephen Mills

Stephen Mills Email and Phone Number

Chartered Financial Planner, Partner at Partners Wealth Management LLP @ Partners Wealth Management
london, england, united kingdom
Stephen Mills's Location
Greater London, England, United Kingdom, United Kingdom
Stephen Mills's Contact Details

Stephen Mills personal email

n/a
About Stephen Mills

Experienced Partner with a demonstrated history of working in the financial services industry. Skilled in Financial Planning, Lifetime Wealth/Cash Flow Modelling, Retirement Planning, Portfolio Management, Financial Risk, and Tax Planning. Qualified Chartered Financial Planner (Chartered Insurance Institute).

Stephen Mills's Current Company Details
Partners Wealth Management

Partners Wealth Management

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Chartered Financial Planner, Partner at Partners Wealth Management LLP
london, england, united kingdom
Website:
partnerswealthmanagement.co.uk
Employees:
78
Stephen Mills Work Experience Details
  • Partners Wealth Management
    Partner
    Partners Wealth Management Dec 2014 - Present
    20 St Andrew Street, London, Ec4A 3Ag
    I help private and corporate clients achieve financial freedom. Areas of expertise include; lifetime wealth/cash flow modelling, tax efficient investments (private and corporate), asset management, retirement planning (specialist knowledge in medical sector), estate planning and protection advice/structuring (keyman, shareholder/partner and personal protection). I have over 28 years of experience in the financial services industry and obtained Chartered Financial Planner qualification in 2014.
    View
  • Rosan Helmsley
    Chartered Financial Planner
    Rosan Helmsley Jul 2008 - Dec 2014
    Guildford
    I provided bespoke financial planning advice to both private and corporate clients. Advice areas included; detailed lifetime wealth/cash flow modelling, investment/asset management, pension/retirement planning and tax efficient investing/planning.
  • Modern Money Financial Services
    Director
    Modern Money Financial Services Nov 2004 - Jun 2008
    I provided financial advice to private and corporate clients and also was involved in management decisions.
  • Stellar Wealth
    Director Of Financial Planning
    Stellar Wealth Apr 2003 - Nov 2004
    London
    I was responsible for establishing and running a Financial Services division alongside an accounting business within CSS Stellar plc. The two businesses were established to provide advice to employees and clients of the group. Clients ranged from writers to sports individuals and members of the entertainment industry. Due to group financial pressures, I was made redundant in September 2004.
  • Brooks Macdonald
    Director Of Financial Planning
    Brooks Macdonald Jun 1994 - Feb 2003
    London, United Kingdom
    I provided financial planning advice to both private and corporate clients. I also was involved with the management of the financial planning business.
    View
  • Barclays
    Senior Adviser Barclays Life
    Barclays Jan 1990 - May 1994
    Milton Keynes, United Kingdom
    I provided financial advice to both Barclays and non Barclays clients. I also provided training to Barclays branch staff in relation to various financial products.
    View

Stephen Mills Skills

Retirement Planning Portfolio Management Financial Risk Business Planning Financial Planning Wealth Management Strategic Planning Investment Strategies Estate Planning Investment Advisory Tax Planning Tax Efficient Investments Cash Flow Modelling Alternative Investments

Stephen Mills Education Details

  • Chartered Insurance Institute
    Chartered Insurance Institute
    Pass
  • Phillip Institute
    Phillip Institute
    Pass

Frequently Asked Questions about Stephen Mills

What company does Stephen Mills work for?

Stephen Mills works for Partners Wealth Management

What is Stephen Mills's role at the current company?

Stephen Mills's current role is Chartered Financial Planner, Partner at Partners Wealth Management LLP.

What is Stephen Mills's email address?

Stephen Mills's email address is st****@****k21.com

What schools did Stephen Mills attend?

Stephen Mills attended Chartered Insurance Institute, Phillip Institute.

What are some of Stephen Mills's interests?

Stephen Mills has interest in Social Services, Fishing.

What skills is Stephen Mills known for?

Stephen Mills has skills like Retirement Planning, Portfolio Management, Financial Risk, Business Planning, Financial Planning, Wealth Management, Strategic Planning, Investment Strategies, Estate Planning, Investment Advisory, Tax Planning, Tax Efficient Investments.

Who are Stephen Mills's colleagues?

Stephen Mills's colleagues are Claire Reeve (Muldowney), Jessica Bruce, Nigel Davis, James Gale, David Hutchinson Apfs, Alex Green Apfs, Chartered Mcsi, David Stoll.

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