Welcome to MI Wealth Consultancy
Plan your dreams. Live your future.
Life is full of twists and turns and planning is tricky when you can’t predict the future. However, I know from extensive experience that with the right financial guidance and tailored advice you can create the life you want, no matter how complex your business or personal life may be.
We are a boutique financial consultancy based in Bath and London, providing tax efficient financial planning advice to ambitious business owners, professionals and families.
Important notice - Global Microsoft outage update
Microsoft have reported that a major global outage has caused problems, or in some cases disabled entire services, including emails.
This is affecting emails across our business, so please be aware that an email sent to us may not reach us as intended.
If your email is urgent, please contact us by telephone.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Testimonials
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SJP Approved 06/07/2026
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
