Financial Adviser in Milton Keynes

I am an Independent Financial Adviser with over 20 years of experience in the Financial Services industry, based in Milton Keynes. I provide advice in a range of areas, specialising in pensions and retirement planning, investing for the future, inheritance and estate planning, protection, and general tax-efficient strategies.

Tailored Advice for Your Future

My aim is to help you fully understand your financial circumstances and work with you to plan for a secure future. I offer impartial and independent advice, always putting your best interests and goals first. Every piece of advice I provide is bespoke, ensuring it meets your unique needs.

I believe in building long-term relationships with my clients based on trust, excellent service, and high-quality advice. Whether you’re planning for retirement, investing, or protecting your wealth, I am here to guide you at every stage of your financial journey.

Areas I Cover

I offer financial advice to clients in Milton Keynes and throughout Buckinghamshire, including:

• Wellingborough
• Buckingham
• Towcester
• Cranfield
• Olney
• Bletchley
• Brackley
• Flitwick
• Northampton
• Leighton Buzzard
• Buckingham
• Bedford

As an independent adviser, I am regulated by the Financial Conduct Authority (FCA). This means I adhere to strict professional and ethical standards, ensuring that my advice is always transparent, unbiased, and in your best interests. To help you better understand the potential costs of my services, I also provide an Advice Fee Calculator, giving you clear insights into the pricing structure before we move forward.

Free Initial Consultation

If you are looking for an experienced financial adviser in Milton Keynes, I would be happy to assist you. I offer a complimentary, no-fee, initial consultation (either face-to-face or over the phone). Contact me today to arrange your consultation.