WELCOME T0

MILLEN CAPITAL

No Jargon, hospitality tickets or Lions. Just no-nonsense financial advice for entrepreneurs and partners in professional services firms.

STRAIGHT TALKING WEALTH MANAGEMENT SINCE 1999.

OUR MISSION

We believe wealth management needn’t be complicated nor confusing.  Our approach is so important to us and our clients that we’ve written it on our office wall for all to see.

COMPLICATED ISN'T CLEVER

No buzzwords.
No conveyor belt.
No nonsense.

Our 5-step process is the key to your financial plan and successful investment.  Understanding your current financial footprint and where you’d like it to be, is where we start.

The rest is a journey that we’ll be on together until your goals are accomplished.  We’re in it for the long term, which is why our average client relationship is 16 years.

Rubix Cube
shadow

YOUR PLANS NOT OURS

The. Big. Question.
Can I live the life I want?

It's not about the money
Predictive financial modelling is at the heart of our clients financial plans. Using our intelligent in-house software we can project your accumulated wealth in 20 or 30 year’s time. You’ll be able to see the impact of making different decisions in the short term and how they play out in the long term. We’ll scenario plan lots of options until we’re all happy. We want a relationship with you, not your money
It's not about the money

YOUR PLANS
NOT OURS

The. Big. Question.
Can I live the life I want?

Predictive financial modelling is at the heart of our clients financial plans. Using our intelligent in-house software we can project your accumulated wealth in 20 or 30 year’s time. You’ll be able to see the impact of making different decisions in the short term and how they play out in the long term. We’ll scenario plan lots of options until we’re all happy. We want a relationship with you, not your money

Evidence Based InvestinG

We won’t gamble with our client’s money. We invest our own money in the same portfolios as our clients.

Investing money well requires a logical and robust framework on which to build a lifelong investment programme.

It needs to be grounded in investment theory, supported by empirical evidence and enhanced with an insight into the behavioural traps and pitfalls that all investors face. Stewarded by our investment committee we have created our Apex Portfolios – market leading, low cost, globally diversified portfolios that are easy to understand.

Learn more by reading our Head & HeART brochure.

As safe as
the big brands

WE'RE A BOUTIQUE FIRM AND SERVICE, POWERED BY THE WORLD’S BIGGEST INVESTMENT PLATFORMS WITH A SUPER QUALIFIED TEAM.
Like most wealth managers, Millen Capital doesn’t have access to your money. Your assets are held and safeguarded by a specialist custodian which are often secured again by one of the world biggest banks

EVERYTHING
IN ONE PLACE

All our clients get free access to our App.  A useful way to look at all your finances all in one place.  Not just your investments with Millen Capital, but all your bank accounts, pensions, ISA’s… your entire financial footprint can be viewed and its performance tracked, live, 24/7!

App Store   Google Play

Let's see how we can make your investments, work for you.

Jargon. Complicated, confusing, unnecessary.

Had enough of the BS from traditional wealth management firms?

B.S

Hospitality tickets to the rugby? Paid for by your fees.

Shouldn’t your adviser focus on your investments not entertaining?

B.S

Who’s SJP kidding?

Had enough of big fees and mythical lions?

B.S

Here’s a man thinking deeply about his future.

Disillusioned by advisers caring more about their future than yours?

B.S

"We want to operate as an idea meritocracy in which meaningful work and meaningful relationships are pursued through radical truth and radical transparency”

Unimpressed by nonsense quotes?

B.S

Fund managers believing they’re smarter than the market, gambling with your savings and losing.

Time to stop believing in crystal Balls?

B.S

Advisers moving company every few years to enhance their own career… and expecting clients to follow them.

Prefer not to have this hassle?

B.S