Miles Plumb is an experienced executive in wealth management, currently serving as an Executive Director at Coutts since November 2006, where responsibilities include managing a portfolio of ultra-high-net-worth clients and leading the Midlands team. In addition, Miles has contributed as a volunteer tour guide at the Birmingham Back to Back Houses for the National Trust since July 2024. Previous experience includes roles as Area Manager at Bank of Scotland Investment Service and Company Representative and Training Officer at Equitable Life Assurance Society. Miles operated a retail and wholesale supply business as a self-employed entrepreneur from 1986 to 1994. Educational qualifications include Chartered FCSI and PCIAM Level 6 certifications from CISI, alongside credentials as a Chartered Financial Planner and Chartered Wealth Manager.
This person is not in any teams
This person is not in any offices