Lily
Lily has been working within St. James’s Place since 2020, starting as a Personal Assistant, and quickly gaining the experience needed to become a Platinum accredited St. James’s Place Practice Support Specialist. Prior to this, Lily has always been keen to pursue a career in Wealth Management having worked in the investment industry from 17 years old.
Joining McMillan Financial Advice in 2022, Lily now manages the smooth running of all Investment processing for both Vikram and Christopher’s clients, managing the quality and consistency of each client’s journey and generally supporting both Directors’, allowing them to advise clients more effectively.
Outside of McMillan Financial Advice, Lily is also a full-time mum of two children keeping her busy. She also enjoys spending her free time, out walking with the family dog and in the kitchen, cooking and baking.
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.
