McMillan Wealth Consultants

Contact Name: Daniel Netting

Category: Wealth Management

Business Description

Although he specialises in building effective and tax-efficient retirement planning solutions for business owners and individuals, Dan takes a holistic approach to financial planning with clients that is underpinned by the desire to always provide a top-quality level of service. He is also able to provide advice on protecting your wealth and assets against risk, passing wealth onto future generations and maximising available savings and investment allowances.

Outside of work Dan is an avid sports fan, particularly cricket and football by (for all his sins) continuing to follow his native Portsmouth FC.

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 The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.

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