The Miller James Financial Planning team is led by Jonathan Miller, a Chartered Financial Planner and Fellow of the Personal Finance Society, who is backed by expert technical and administrative support, all geared towards providing exceptional service to both private and corporate clients.

Our clients come from all walks of life and have a wide variety of financial planning needs. However, one thing all our clients have in common is the desire to have their wealth protected, supported and developed. Through our bespoke service, we endeavour to achieve these aims.

Our core values and principles are at the heart of our business. We build long-standing relationships with clients and appreciate the importance of each client’s individual challenges and aspirations.

We combine superior technical knowledge, experience and industry awareness when producing a financial planning strategy specifically tailored to each client.