Partner Practice of St. James's Place Wealth Management
Lauren Wilson DipPFS - Wealth Management Consultant
Lauren joined St. James’s Place in 2013, obtaining a place on the Next Generation Academy. While working within a Solihull based practice she graduated from the academy in 2014. In 2016 Lauren accepted an invitation to join McMillan Wealth Consultants.
Her emphasis is to provide clients with a source of trusted advice as their needs evolve, to help achieve goals personal to them and to enhance their wealth. She believes in building long term client relationships and helping her clients through all stages of their financial life.
Lauren is strong on products such as ISA’s and Unit Trusts, and she also advises clients on other areas including retirement planning, protection and mortgages. Her aim is to give clients fully rounded advice.
Outside of work Lauren enjoys spending quality time with her Husband, and daughter. As well as playing netball and taking part in various charity events such as The St. James’s Place Triathlon.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
Contact Lauren Wilson DipPFS - Wealth Management Consultant
Mobile: 01273 390561
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
McMillan Wealth Consultants Limited is registered in England and Wales, Number 09448900 . Registered Office: Arthur G Mead Ltd 4th Floor, Fitzrovia House, 153-157 Cleveland Street, W1T 6QW, England.