MHI Limited Independent Wealth Management
MHI LimitedIndependent WealthManagement

Our staff

We have long-standing experience in all aspects of  Wealth management and Financial planning. Meet our team, your partners in wealth creation.

Graham J Miles Managing Director of MHI Ltd

Graham is now one of the most highly qualified advisers in the country. He holds a Master of Science degree in Financial Planning and Business Management and is a Fellow of both the Personal Finance Society and Institute of Financial Planning. In addition he is both a Chartered and Certified Financial Planner

 

Graham is responsible for all regulated financial client advice and is also regulated by the Ministry of Justice so that he is authorised to advise in financial services  mis-selling claims. He was one of a select few advisers to be awarded from outset  the Personal Finance Society's Chartered Financial Planner status when the Queen's Privy Council granted the Society the ability to make such awards. He has served as Assistant Chairman on the Board of Business Links.

 

Graham holds specialist pension qualifications enabling him to act as the company's pension transfer specialist.

 

 

 

Margaret Miles Company Secretary Mhi Ltd.

 

Margaret's responsibilities include dealing with all Company matters such as accounts and contracts as well as liasing with clients and service providers. She monitors and maintains client records and deals with in-specie stock transfers to investment platforms.

 

Karen  Newell Personal Assistant to Graham Miles.

 

Karen is  primarily responsible for the day to day liason with the platform based clients of Graham Miles. She co-ordinates client meetings and  the provision, dispatch and return of on-going investment and other advice from Graham.



Sara Hunt Life and Protection Administrative assistant

 

Sara acts as a liason with traditional Insurance companies and prepares illustrations for life protection, annuities and Insurance based investments. She also liases with clients who only require periodic advice.

 



Any queries or concerns?

Please call us on +44 1262 606618 or use our contact form.

 

Book a meeting

In order to visit us

Office hours

Monday to Friday 9am to 5pm

Please phone+(44) 01262 606618

or use our CONTACT FORM

MHI Limited

Portfolio House

1 North Street  

Bridlington

East Yorkshire

YO15 2DZ

 

 

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