Welcome to Milne Wealth Management
We believe that the need for reliable financial advice has never been greater than in our current economic climate. Here at Milne Wealth Management we have moved with the times and our clients needs offering both virtual as well as traditional face-to-face appointments so that we can connect with our customers wherever they are.
We pride ourselves on advising individuals, families and businesses with a bespoke, personal, friendly and approachable style and service that brings peace of mind. With over two decades of experience, we support our clients to protect their generational wealth, plan for financial freedom, improve retirement options, manage finances more efficiently or give a second option on a current financial planning portfolio.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 30/10/2023
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.
