James Miller
Wealth Planner
Based in Edinburgh
DipPFS
James has worked in financial services for over 39 years, 21 years for a UK Insurer and over 18+ years as a financial adviser.
James enjoys helping individuals and small business owners realise their retirement and business financial goals.
"I am married and follow my local rugby and football teams and enjoy reading and travelling."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.