Falmouth Financial Services Company sponsor the start port for the Funchal 500 Tall Ships Regatta as part of their 25th Anniversary celebrations
May 2008 marks the 25th Anniversary of John K Miln and Company. Celebrating 25 years of providing independent financial advice to clients throughout Cornwall and the Isles of Scilly, John K Miln and Company wanted to celebrate the success of the past 25 years by putting something back into the community and have become one of the official sponsors of the activities taking place in Falmouth from 10th to 13th September for the start of the Funchal 500 Tall Ships Regatta.
Based in Falmouth, John K Miln and Company is one of the South West’s leading Independent Financial Advisers and during the past 25 years they have grown to be one of the most respected and professional independent advice companies in Cornwall. In 2007, John K Miln and Company became part of iimia Wealth Management, strengthening their investment proposition and enabling them to offer clients even better levels of advice and service over the next 25 years.
iimia Wealth Management is headquartered in Exeter, with offices in Plymouth, Bournemouth, Northampton and now Falmouth, and provides a range of financial planning services. The internal investment management team is based in Exeter and conducts the majority of research into appropriate investments, which means that the client managers in Falmouth are now able to spend more time with clients, talking through other areas of financial planning. For example; how do I reduce my tax bill? Where will my income come from when I retire? Can I reduce my inheritance tax liability? How can I help my children onto the property ladder?
So whatever the financial need John K Miln and Company can assist. The new look Spring 2008 newsletter has just been launched and provides an interesting read and includes valuable financial advice tips. For a copy of the newsletter or more information contact Phil Blease either by email phil.blease@johnkmiln.co.uk or telephone 01326 377990.
Phil Blease, Director with responsibility for John K Miln & Company’s Tall Ships sponsorship activities said “We are very excited that in our 25th anniversary year we have become part of iimia Wealth Management, a fully Independent Advisory Service with in house investment management capabilities. We are now able to easily tap into this investment expertise allowing our clients to benefit from actively managed investments on a discretionary basis, where this service is appropriate to them. Under this service Investment Managers are able to adjust portfolios whenever they consider it appropriate, to ensure clients’ investments are always best placed to achieve the clients’ objectives in an ever changing world.”
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