Partner Practice of St. James's Place Wealth Management
Geoff spent 30 years working in International Investment Banking, trading Money Markets and Foreign Exchange in the City of London.
Since 2001, Geoff has been providing financial advice to high net worth clients of major UK banking organisations. He was invited to join St. James’s Place in 2010 and joined McMillan Wealth Consultants in 2016.
As well as advising clients in areas such as investment and inheritance tax planning, Geoff also has specialist knowledge in retirement planning.
He helps his clients with reviewing existing arrangements, ensuring that his clients are kept up to date with any changes in legislation.
Outside of work Geoff enjoys spending time with family and is an active member of Boyce Hill Golf Club.
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.
McMillan Wealth Consultants Limited is registered in England and Wales, Number 09448900 . Registered Office: Arthur G Mead Ltd 4th Floor, Fitzrovia House, 153-157 Cleveland Street, W1T 6QW, England.