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IFA targets the rich

Solihull-based IFA Millennium Financial Planning expects to double its number of high net worth mortgage clients and double its annual mortgage business to £360m.

Millennium plans to recruit 2,000 new members to its financial management service each month. It is increasing its subscription team and has made several key appointments. These include Andrew Wenzel, previously managing director of Equifax, and Nick Ballinger, previously sales manager for Honda. Both take on the role of senior account managers. More appointments are expected shortly.

Managing director Simon Kuun says: “High net worth companies and individuals pay an annual subscription, and we look after everything to do with their money, from travel to pensions.”

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