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