Kelly Mills
MSc FPFS, Certs CII (MP & ER)
Kelly has a wealth of experience which has included spending 13 years working for St. James's Place in Cirencester, where she specialised in designing advice solutions within their Private Client team. Furthermore, she is a Fellow of the Chartered Insurance Institute, and holds a Masters in Wealth Management and is also the Society of Later Life Accredited Adviser.
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About
Kelly provides expert financial planning solutions to individuals, businesses and Trustees.
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.
Accreditation
