Gary Powling
CeMAP, DipFA
Gary Powling is the managing director of Millfield Wealth Management. In recent years, he has owned and managed several Millfield-branded financial advisory firms with locations across the UK.
About
Having previously worked at director level for Barclays Bank and several national independent financial advisory PLCs, in 2016, Gary consolidated all his financial advisory businesses and founded Millfield Wealth Management a Partner Practice of St. James's Place.
This move has enabled Millfield Wealth Management to develop robust financial plans to help clients achieve their financial and lifestyle goals. Millfield offers a wide range of wealth management solutions of outstanding quality which come with the complete peace of mind of the St. James's Place advice guarantee.
Gary, who has now chosen to continue in a non-advisory capacity, believes that every client is individual, with personal needs and requirements. Recommendations are tailored to provide bespoke portfolio management solutions working alongside clients' own solicitors and/or accountants where required. This has led to the development of a service charter so that clients can understand the experience they can expect as a Millfield Wealth Management client.
The level of satisfaction may be judged by the fact that most new clients join the business via the personal recommendation of an existing client.
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.
