Millfield Wealth Management

Millfield Wealth Management is a trusted partner for individuals and businesses across the South of England and South Wales. Established in 2002, we are an award-winning firm dedicated to providing bespoke wealth management advice and guidance.

What We Do

We offer a comprehensive range of services to meet your unique financial needs, encompassing:

• Wealth planning: Creating a tailored plan to grow, protect and preserve your wealth.
• Investment management: Accessing a diversified portfolio of investments aligned with your goals and risk tolerance.
• Retirement planning: Secure your future through robust planning and contribution strategies.
• Corporate planning: Tailored solutions to protect and grow your business wealth.
• Estate planning: Ensuring the smooth transfer of wealth to future generations.

Our Approach

We believe in developing long-term relationships with our clients, understanding their individual goals and aspirations. Our experienced advisors work closely with you to develop a tailored plan, reviewing and adjusting it regularly to ensure it remains aligned with your changing circumstances and aspirations.

Who We Are

Millfield Wealth Management is led by Gary Powling, who established the business in 2002. With extensive experience in the financial services industry, Gary has built a team of highly skilled and experienced professionals dedicated to providing exceptional client service and insightful financial guidance.

Our Partnership with St. James's Place

We are a Partner Practice of St. James's Place Wealth Management plc, a leading financial advice firm in the UK. This partnership allows us to provide you with access to a vast range of resources, including:

• A network of highly qualified investment managers.
• Comprehensive research and analysis on financial products and services.
• Access to specialist teams in areas such as tax planning and estate planning.
• The backing of a FTSE 100 company with over 30 years of experience.

Our Commitment

At Millfield Wealth Management, we are committed to providing our clients with:

• Transparency: Openly explaining our processes and fees.
• Accessibility: Responsive communication and personalized service.
• Integrity: Upholding the highest ethical standards.
• Client-centered approach: Putting your needs at the heart of everything we do.