Your IFA in Milton Keynes.


As IFAs, we work for you by researching the whole market to get you the best deal or most suitable product. We are 100% independent.
Many advisers are ‘Tied’ to a single provider or ‘Restricted’ to a panel of providers.
Those advisers may say that they have products that represent the whole market but they may have limited responsibility to ensure it is definitely the best solution for you.

Always choose independent advice to ensure you get the best advice.


“If you’re looking for general advice about your financial situation, an independent financial adviser would probably be best for you as they will have access to the full range of products across the market.”UK Government's Money Advice Service

Independent Financial Adviser

Directly authorised IFA by the Financial Conduct Authority

Clear with our Fees

All our fees are explained in writing to you. No hidden charges

Top UK IFA

Independently reviewed and recommended as one of the top IFAs in the UK


Independent Financial Advisers

To be able to call themselves independent, financial advisers must:

  • Be able to offer advice on the full range of investment products – and from the full range of providers in the market.
  • Make a fair and comprehensive analysis of the relevant products available and recommend a suitable one for you in the light of your circumstances and needs.
  • Be free from any influence that could stop them recommending the best product for you.
Investment products include:
  • Funds
  • Shares
  • Bonds & Gilts
  • OEICS
  • Unit Trusts
  • Life policies
  • Pensions
  • Annuities
  • ISA
  • Off Shore Bond

The only way to 100%  guarantee your adviser is reviewing the whole market for you is to use an independent financial adviser, also known as an IFA. The Government’s Money Advice Service can help you understand the different levels of advice.

Only an adviser who is independent can search every product on the whole market for you.

Qualifications

We hold the advanced pension qualifications to advise on occupational and final salary pensions. Many advisers do not have this qualification and need to outsource this work to advisers such as ourselves.

Our advisers also hold the Diploma in Financial Planning which is a Level 4 grading in the national Qualifications and Credit Framework.

In addition, we hold Statement of Professional Standings, which confirms that we are suitably qualified, that we subscribe to a code of ethics and have maintained competence through continuing professional development.

We also hold the Certificate in Mortgage Advice and Planning and the Certificate in Regulated Equity Release.

Experienced

We have been advising clients in Milton Keynes for over 10 years and have hundreds of happy clients who continue to recommend us to their family, friends and colleagues.

Free First Appointment

Your first hour’s appointment is 100% free.
No strings attached.

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