Directory overview
- 75 Total businesses
- 2.7 Average rating
- 57% With reviews
- 33% With photos
75 results found
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.
“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”
“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.”
“What I value most is their integrity. They are transparent in every step and make sure clients understand exactly what’s happening.”
“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.”
“Very professional and quick job. I received my money from tax return in 3 weeks. Fully recommend :)”
“Prompt response and very quick and tailored solutions”
“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!”
“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!”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“Saqib is patient, clear and knowledgeable. He has been invaluable in guiding me through the process of starting and having a small business! I have no reservations in recommending him and his team.”
“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.”
“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.”