About Us
The Miller James Financial Planning team is led by Alec Baker and Jonathan Miller, both Chartered Financial Planners with a wealth of experience in the industry.
Our clients come from all walks of life and have a wide variety of financial planning needs. However, one thing all our clients have in common is the desire to have their wealth protected, supported and developed. Through our bespoke service, we endeavour to achieve these aims.
Our core values and principles are at the heart of our business. We build long-standing relationships with clients and appreciate the importance of each client’s individual challenges and aspirations.
We combine superior technical knowledge, experience and industry awareness when producing a financial planning strategy specifically tailored to each client.
Meet the Team
We pride ourselves on offering a friendly, personal, and professional service to all clients. We understand that your finances are an incredibly personal topic, and that it’s important to know who is behind the scenes and offering day to day support.
Ready to Start Planning?
Send us a quick note and let’s build your roadmap together - no pressure, just helpful advice.