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Millfield Capital

At Millfield Capital we provide a complete Wealth Management Service that puts our clients at the centre of everything we do.

                  Our experience, technical  insight and thorough  planning processes give us a complete understanding of your requirements.  Thus, allowing us to focus on doing the things that matter, providing an exceptional level of personal service to help manage your needs and achieve your financial objectives.

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Managing Director's

Message

I'm delighted to bring you the 11th issue of our

Wealth Perspective

 

 We hope our website provides you with sufficient

information to give you a real flavour and feel for how we conduct business and value our client relationships.  It is our belief that a long-term relationship enhances the value of our advice.

 

            Valued by our clients this results in the ultimate endorsement - they engage our services and regularly introduce their friends, family and colleagues to us for advice.  The growth of our firm is a direct result of these referred introductions.

 

Gary Powling

Managing Director

 

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Wealth Perspectives brings you the views of Industry experts, from leading Pension and Investment companies on the issues that affect your finances.

 

KKeith Carby, Chairman and CEO of CAERUS Capital Group, looks at the recent Election and the reforms to pensions.

 

Giles Cross, Head of Marketing and Public Relations at Sanlam, raises the potential of a tax ‘bombshell’ awaiting the unwary at retirement.

 

Simon Brett, Chief Investment Officer at Parmenion, reviews the key world economies.

 

Nicola Robinson, Corporate Communications Manager at Parmenion, provides an overview of portfolio construction.

 

Kate Smith, Regulatory Strategy Manager at Aegon , advises caution before taking your pension, to avoid drastically reducingthe Annual Allowance.

 

Edward Grant, Investment Director at Ingenious, considers the potentially expensive impacts of long-term care and Inheritance Tax.

 

Darren McAinsh, Technical Manager at Prudential, reviews the extensive changes to options for retirement, introduced in April.

 

If you wish to discuss your finances or any of the issues raised in this edition of Wealth Perspectives, please do get in touch.

"Click on one of our previous issues of Wealth Perspective"

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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  Registered Office: 120 Pall Mall, London SW1Y 5EA

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is an Appointed Representative of

Millfield Capital Limted is an appointed representative of CAERUS Financial Limited, Building 120, Windmill Hill Business Park, Swindon, SN5 6NX, which is  authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk/register) under reference 497604.

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