Morton Miller Wealth Management Limited

We are an independent financial advice firm and provide totally unbiased recommendations. At Morton Miller Wealth Management, the needs of our clients come first. We strongly believe in the importance of working together to build rewarding relationships and working closely with our clients to enables us to help them fulfil and achieve their goals.

Our aim is to provide all our clients with affordable quality independent financial advice. It is therefore essential that you seek professional independent financial advice from people you can trust.

Jeremy Plevin, Chartered Financial Planner APFS, BSC (Jt Hons), Pension Specialist

I am a Chartered financial planner and pension transfer specialist and have been a London City based Independent Financial Adviser for over 26 years. I worked within Fairstone Wealth Management Ltd / Equus IFM Limited for over 23 years before founding Morton Miller Wealth Management Limited.

I provide valued and trusted advice to my existing clients specialising in strategic planning solutions tailored to individuals and companies on a full range of areas including pensions and investments focusing on clients’ personal requirements. I deal with all aspects of pension advice (individual and corporate schemes), investments (i.e. ISAs, EISs, VCTs, Bonds), portfolio planning and protection plans such as life and critical illness cover.

I also advise on inheritance tax (IHT) and capital gains tax (CGT) planning. We work in tandem with accountancy and solicitor firms where needed to provide one-stop overall holistic financial planning to our valued clients.