Milly has worked in Financial Services for the past six years, with the last two years focused on advising clients directly. She works closely with individuals, families and business owners, helping them navigate their finances and plan for the future with greater confidence.

Milly takes a holistic approach to financial planning, looking at the bigger picture rather than individual financial decisions in isolation. Whether it’s planning for retirement, investing, protecting wealth, passing assets on to the next generation or helping business owners plan for their personal and business goals, her aim is to make the process as straightforward as possible.

With financial matters often feeling complicated and overwhelming, Milly’s role is to take away the noise, simplify the finances and provide clear, considered advice tailored to each client’s individual circumstances and ambitions. She places great importance on building long-term relationships with her clients and being someone they can turn to throughout the different stages of their lives.

Milly is currently working towards achieving Chartered status to increase her expertise and knowledge.

Outside of work, Milly enjoys spending time with family and friends. At weekends, you’ll often find her out enjoying a walk, coffee in hand, with a good book.