Description: Chartered Financial Advisors providing independent advice for retirement planning, pension transfer advice, savings and investments, protection, wealth management and inheritance tax planning in Stony Stratford, Milton Keynes and the surrounding areas.
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We’re proud to be one of the few Chartered Independent Financial Planning firms with two Chartered Financial Planners advisors featured in the top 250 advisors in the UK. With an office in Stony Stratford, Milton Keynes and St Albans, Hertfordshire, our team of advisors are able to serve clients both near and far. Our reputation for being one of the top Independent Financial Planning Firms in the UK has been built on our hard work, unwavering professionalism and dedication to our clients and their varying f
As a 100% Independent and Directly Authorised IFA firm with the FCA we pride ourselves on providing clear, robust and effective financial planning and wealth management solutions to individuals, trustees and businesses. With a reputation for managing the financial needs of various client types, we understand that wealth means different things to different people.
The Chartered Financial Planner status is the gold standard for individuals and firms within the industry and is only held by a small portion of financial advisers and firms. By working with a Chartered Financial Planner you can be assured of the best advice, service and support, from investment and wealth advice to retirement and inheritance tax planning.