Millwood GROUP is your preferred partner to support your business.

 
 
 

Are you looking for support with your Practice?

Wealth Management Administration, Client Servicing, Paraplanning, Business Processing,

 

Here to help…

Millwood Group has a great understanding of the challenges that your business faces. With an ever-changing and fast-paced environment, Millwood Group is here to help as your preferred support function. We are able to help your business with some of the most challenging elements to help you achieve that balance in client-facing tasks rather than back office-related tasks.

How can we help you?

Our support staff have a combined experience of over 20 years with St. James’s Place. We are able to offer multiple services such as diary management & appointment making, through to more technical tasks such as inheritance tax planning business support. Whatever your area of need, Millwood Group can offer you the support service that is needed to help you run your business efficiently.

  • Expert support from experienced financial administrators

  • Full time support with great turnaround time

  • Multi-national support for Asia Offices

  • Transparent support from all our administrators

Who we help

Partners

Senior Partners

Advisers

Operation Managers

Practice Managers

New Partners

Academy Partners

Business Sale Purchase Partners