Jarrod
Prior to joining McMillan Financial Advice Jarrod spent over 7 years working for some of the largest financial service companies within the UK. As one of the founding advisers, Jarrod has developed a team within McMillan Wealth that cover all aspects of financial advice to individuals.
His straight forward approach and ability to explain concepts clearly help his clients to fully understand the options available to them, helping them to achieve their financial goals. His key strength is in advising on final salary pension options. As well as advising on protection issues, Jarrod also advises clients on other areas of financial planning including retirement planning, inheritance tax planning and investment planning. Outside of work, Jarrod is an active member of his football, tennis and swimming clubs.
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.
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.
