Bernadette
Bernadette has been working in the Financial Services Sector for over 30 years, with previous financial advisers and numerous scheme providers. Her core background is in defined benefit schemes.
Bernadette was invited to join McMillan Financial Advice in 2019 as Operations Manager and is a valued member of the support team. She assists in chasing providers (and advisers) and making sure that all documentation is completed to a high level.
Outside of McMillan Financial Advice Bernadette enjoys socialising, going to live gigs and concerts, the theatre, travelling and meeting up with friends and family.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
