Independent Financial Planning Anglia
7 Chase Avenue, Walton Park, Milton Keynes, MK7 7HG Directionshttps://www.yell.com/biz/independent-financial-planning-anglia-milton-keynes-7806675/#view=map
Our location
Business overview
Independent financial advice at its best serving Milton Keynes.
We provide you with expert Independent Financial Advice on all areas of Investments and Pensions. We then monitor and review your investments and pension funds on a regular basis (usually every 3 months) to give you the most from the financial markets.
ISA's, OEICs/Unit Trusts, Investment Bonds, Ethical Investments, Portfolio Construction, Management, Analysing and Monitoring.
Retirement Planning including Income Drawdown. Open Market Option at retirement, Annuities and Pension Sharing Orders/Pension Credit when getting divorced.
We give a full financial planning review.
Our aim is to provide you with quality advice to enhance and secure your financial future.
We pride ourselves on building a lasting relationship of trust and understanding when helping our clients to achieve their financial goals. We are privileged to have clients who have been with us since 1988. We believe this is testimony to the fact that our business is built on excellent client satisfaction
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Products & Services
pensions
investments
financial advisor
financial consultants
financial services
income protection insurance
life assurance & pension consultants
life insurance
tax planning
investment consultants
financial planning
independent financial advisers
life assurance & pension companies
fca regulated