Kathryn Sara McMillan
LifeMap CEO & Lead Wealth Manager
Kathryn is Lifemap's CEO and Lead Wealth Manager with almost 30 years of experience providing FCA-regulated advice for retirement, investment and trust and estate planning. In this time she has worked for some of the largest and most trusted financial services companies in the UK including Openwork, Intrinsic, Sanlam UK and St. James's Place Partnership.
She has a BSc in Linguistics, is FPC qualified and holds the Advanced Pensions Qualification (AF3).
Kathryn is an expert in building ethical portfolios that align high-net-worth clients' wealth with meaningful environmental impact — from carbon-neutral pensions to renewable energy funds.
Her passion for ethical investing stems from her extensive work with UK green initiatives, ensuring every investment supports a sustainable future while delivering strong, competitive returns.
Kathryn takes a deeply personal approach with her clients, working one-to-one in order to understand their values, goals, and risk tolerance.
Kathryn does not believe that a commitment to ethical investment should include a sacrifice in returns and has achieved outstanding results with her ethical portfolio selection.
Past performance is not a reliable indicator of future results. The value of investments can go down as well as up.
Kathryn's Approach
Every client journey begins with a comprehensive review of your financial situation, investment goals, and — most importantly — your ethical priorities. Whether you want to exclude fossil fuels, support renewable energy, or invest in social equity, Kathryn builds a portfolio that reflects your values.
She provides ongoing support with regular portfolio reviews, transparent reporting, and proactive adjustments to ensure your investments continue to align with both your ethical standards and financial objectives.