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Browse financial advisor in Milton Keynes. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 75 results in Milton Keynes. Average rating 2.7/5 based on 728 reviews & ratings.

Directory overview

  • 75 Total businesses
  • 2.7 Average rating
  • 57% With reviews
  • 33% With photos

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  1. 1
    Photo of Collective Financial Planning Ltd - Milton Keynes Business Centre, 625 Foxhunter Dr, Linford Wood, Milton Keynes MK14 6GD, UK

    Collective Financial Planning Ltd

    ★★★★★ 5 Closed

    “We had an informative consultation with Luke Smulders yesterday. He was very pleasant and professional. He gave a clear analysis of our financial situation without resorting to jargon. This was extremely helpful. We will be using Collective Financial Services again and would definitely recommend Luke”

    Address: Milton Keynes Business Centre, 625 Foxhunter Dr, Linford Wood, Milton Keynes MK14 6GD, UK
    Phone: +44 1908 062448
    Website: colfinancial.co.uk
  2. 2
    Photo of Vizion Wealth Chartered Financial Planners | Pensions Advice - 16, London House, Swinfen's Yard, High St, Stony Stratford, Milton Keynes MK11 1SY, UK

    Vizion Wealth Chartered Financial Planners | Pensions Advice

    ★★★★★ 5 Closed

    “I have been a Vizion Wealth client for over 15 years. As my investment needs have evolved over time, I have consistently found their advice to be thoughtful, responsive, and first class, with careful attention given to my changing circumstances.”

    Address: 16, London House, Swinfen's Yard, High St, Stony Stratford, Milton Keynes MK11 1SY, UK
    Phone: +44 1908 920043
    Website: vizionwealth.co.uk
  3. 4

    Milton Keynes Financial Advice

    ★★★★★ 5 Closed

    “We recently worked with Graeme of MKFA on our pension calculations and were really impressed. His expert knowledge and attention to detail throughout the process cast light on what we had; his explanations were tailored to our needs. Not only was he highly professional and easy to communicate with, but his approachable demeanour made what could have been a daunting task much less stressful We wouldn't hesitate to use his services again and highly recommend Graeme.”

    Address: Lovat Bank, 37 Silver St, Newport Pagnell MK16 0EJ, UK
    Phone: +44 1908 764030
  1. 7

    Eden Financial & Wealth Management Ltd

    ★★★★★ 5 Closed

    “I've been working with Ryan for nearly two years now, both as a financial advisor and, recently, on mortgage advise. Not only has he been really easy to work with, he's been extremely helpful in helping me figure out the best way to handle an irregular sales-based income. He's also extremely patient with my myriad of silly questions. Wouldn't hesitate to recommend!”

    Address: 6 Aspley Hill, Woburn Sands, Milton Keynes MK17 8NJ, UK
    Phone: +44 1908 583883
    Website: edenfwm.co.uk
  2. 8

    Andrew Eldridge Financial Services

    ★★★★★ 5 Closed

    “What an outstanding service! I would recommend Andrew in a heart beat, especially for those requiring accounting or taxation support. I have been using the company for the previous 3 years and am thrilled with the support, thorough approach and attention to detail. Just brilliant!”

    Address: 7 High St, Tingrith, Milton Keynes MK17 9EH, UK
    Phone: +44 1525 872297
    Website: andreweldridgefs.co.uk
  3. 9

    Trabalho Accountants & Business Advisors

    ★★★★★ 5 Closed

    “I would highly recommend Trabalho Accountants. They are really professional and very thorough in their business advice. Sobukola takes the time to get to know your business and provide advice that is right for you. Not just generic business management advice.”

    Address: Hargreaves Nook, Blakelands, Milton Keynes MK14 5BS, UK
    Phone: +44 7586 852490
    Website: trabalholtd.com
  4. 10
    Photo of ASC Financial Solutions - 19 Shirwell Cres, Furzton, Milton Keynes MK4 1GA, UK

    ASC Financial Solutions

    ★★★★★ 5 Closed

    “I approached ASC Financial Solutions with an unusual pensions query. It quickly became clear I would have to seek out a particular specialist - but rather than simply ending the call at that point, when it became clear there was nothing in it for them, their adviser, Daniel Piggott, took the time to point me in the right direction and talk me through the situation, offering some general advice that has proved very valuable. All round, a professional and courteous approach which says a lot about the company as a whole.”

    Address: 19 Shirwell Cres, Furzton, Milton Keynes MK4 1GA, UK
    Phone: +44 1908 260033
  1. 11
    Photo of Harrison James Financial Planners Ltd - 58a High St, Stony Stratford, Milton Keynes MK11 1AQ, UK

    Harrison James Financial Planners Ltd

    ★★★★★ 5 Closed

    “I am extremely pleased with the friendly and professional services offered and received by Harrison James. They have helped enormously in understanding and looking after my pension/retirement options and I feel a lot more comfortable with my future plans. I am very happy to recommend them.”

    Address: 58a High St, Stony Stratford, Milton Keynes MK11 1AQ, UK
    Phone: +44 1908 611607
    Website: harrisonjamesfp.co.uk
  2. 12

    RTS Financial Planning

    ★★★★★ 4.8 Closed

    “Having decided I needed to review my financial position and planning, I conducted some research on local financial advisors. I approached RTS due to its breadth of service as well as personal approach. Carl provided a thorough review of my financial position, plans and ambitions for the future, providing a set of comprehensive reports and recommendations supported by detailed yet clear financial modelling. These presentations have enabled me to plan for short, medium and long term with both confidence and assurance.”

    Address: The Pinnacle, 170 Midsummer Blvd, Milton Keynes MK9 1BP, UK
    Phone: +44 1908 592544
  1. 26

    The Cosgrove Partnership LLP

    ★★★★★ 5 Closed

    “I have had a client relationship with Ben for over three years. Right from the very first meeting his advice and planning has been great, this helped me take to step to retirement and funds have grown beyond expectations since then. Ben has always been readily available if we have had any concerns or questions. He has helped us on a variety of issues within the family and I would consider Ben more than just our Financial Advisor. For this reason when Ben moved to Cosgrove I wanted to follow him as a client and cannot recommend him enough, which I have in fact already done so on many occaisons.”

    Address: Midsummer Court, 314 Midsummer Blvd, Milton Keynes MK9 2UB, UK
    Phone: +44 1908 543933
    Website: cosgrovepartnership.com
  2. 27
    Photo of Blue Hectare - Atterbury Lakes, Fairboume Drive, Milton Keynes MK10 9RG, UK

    Blue Hectare

    ★★★★★ 5 Closed

    “We love working with Blue Hectare. Patience, who handles our payroll, is always efficient and quick to respond — it’s a pleasure working with her. Tawanda and the rest of the team are also friendly, helpful, and professional. As a company, we truly enjoy working with them and appreciate their excellent service.”

    Address: Atterbury Lakes, Fairboume Drive, Milton Keynes MK10 9RG, UK
    Phone: +44 1234 634014
    Website: bluehectare.co.uk
  3. 29
    Photo of Wealth & Tax Management - 17 Shirwell Cres, Furzton, Milton Keynes MK4 1GA, UK

    Wealth & Tax Management

    ★★★★★ 5 Closed

    “I entrusted Tony and team with my personal pension funds a number of years ago and have no hesitation in recommending them in this regard. I particularly enjoy our review meetings and the warm and friendly spirit in which they are held. Advice is honestly and freely given, and there is never any pressure.”

    Address: 17 Shirwell Cres, Furzton, Milton Keynes MK4 1GA, UK
    Phone: +44 1908 523740
    Website: wealthandtax.co.uk
  4. 30
    Photo of Iron Wealth Management Ltd - 65 Holst Cres, Old Farm Park, Milton Keynes MK7 8QN, UK

    Iron Wealth Management Ltd

    ★★★★★ 4.8 Closed

    “Tony, Helen and their team provide an exceptional service. They are extremely skilled, knowledgeable and efficient. We have confidence in their financial guidance and trust their advice. Our finances were a disorganised muddle before we came to Iron Wealth - not any more. Thank you.”

    Address: 65 Holst Cres, Old Farm Park, Milton Keynes MK7 8QN, UK
    Phone: +44 1908 382168
    Website: ironwealth.co.uk