Sumun
Sumun has over 20 years’ experience working in some of the largest financial institutions and Retail Banks in the UK. She accepted an invitation to join St. James’s Place in 2013 and joined McMillan Financial Advice in September 2018.
She provides a truly holistic approach to all financial planning needs for businesses and individuals and is committed to building long term relationships with an emphasis on delivering a quality service to her clients as a trusted adviser.
Sumun has excellent knowledge in retirement planning, investment planning, mortgages and financial protection for individuals and corporate clients.
In her spare time Sumun enjoys cooking, playing golf and socialising.
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.
