Preparation and structure are the cornerstones of good financial management. We focus our technical knowledge and years of experience on you. We assess your goals and aspirations, taking the time to understand any of your concerns or fears and then help you to make the right decisions to fully take advantage of your financial position.
As we are not tied to any single product provider we have the entire investment market at our disposal, and have trained personnel on hand to choose the absolute best products in the marketplace at any one time. Our ethos is to select the best provider and most appropriate product for your specific financial circumstances.
We Do Not!
- Base our advice on a single standard investment principle for each client
Every individual client has a unique financial situation. We make every effort to understand all of our client’s aims and desires. We build together a taylor-made investment vehicle to suit your goals and aspirations for now and for the future.
- Complete your business and loose communication with you
In our opinion a well informed client is a happy client. We ensure that all of our corporate and individual clients are up dated on a regular basis with a full monthly market report and a valuation as our standard customer service.
- Pass your account to a junior
It is common place in today's financial institutions to find yourself being passed on to an office junior. As a client of Millener and Partners you will enjoy the services of either a director of the company or a top financial consultant to handle your account. We wish to achieve a solid business relationship with you as time progresses. Your success is our success, we find that a vast majority of our business is gained from existing clients or their referrals.
- Respond two weeks later
We guarantee to respond to any question within 24 hours. We keep abreast of every policy for every client, making sure that goals and set targets are achieved. We advise and respond immediately if any changes are deemed necessary.