Milton Keynes

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Milton Keynes
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Best Financial Advisors in Milton Keynes

Handpicked from 36 vetted & reviewed Financial Planning & Wealth Management firms in the Milton Keynes area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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RTS Financial Planning

RTS Financial Planning

(13)
Protection Planning, Financial Planning, Pension Planning
“Carl has been dealing with my finances for a few years now and I have always been more than pleased with his reliable and clear advice. It is very reassuring and comforting for me to know that Carl is there to advise me regarding my pension in such a...”
In Business Since 2017
The Pinnacle, 170 Midsummer Blvd, Milton Keynes MK9 1BP
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Iron Wealth Management

Iron Wealth Management

(22)
Mortgages AND Equity Release, Will Writing AND Lasting Power OF Attorney, Wealth Management
“I'd wholeheartedly recommend Helen and her team to anyone who looks to invest in UK properties with mortgage. I'm a first-time buyer living overseas and Helen has been very helpful in guiding me through the acquisition process - not only did she help...”
In Business Since 2018
65 Holst Cres, Old Farm Park, Milton Keynes MK7 8QN
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Effective Accounting

Effective Accounting

(30)
Financial Planning, Accounting Services
“Team Nicola are welcoming, listen to your Company needs and offer the best value for money package, keeps you well informed, and is a phone call away if you get stuck or face some hiccups. Love the welcome pack with everything you possibly need -pen,...”
1 The Oaks, Mill Farm Courtyard, Beachampton, Milton Keynes MK19 6DS
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One Stop 4 Equity Release

One Stop 4 Equity Release

(19)
  • Feel
“I just wanted to take a moment to thank you for all your help with my mortgage application process. You were so patient with me and always explained things clearly and simply, in such a way that I didn't feel silly or patronised. Your professional ye...”
Free Initial Consultation
Emergency Services
20, Shenley Pavilions, Chalkdell Dr, Shenley Wood, Milton Keynes MK5 6LB
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Shenley Private Wealth

Shenley Private Wealth

(30)
  • Confidence
  • Questions
  • Family
“My wife and I have benefitted from and enjoyed many years of professional, excellent and friendly service from Max Patel and the rest of the team at Shenley.”
Shenley Pavillions, Chalkdell Dr, Milton Keynes MK5 6LB
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Integrity Wills & Trusts

Integrity Wills & Trusts

(19)
Care Home Fees, Lasting Powers Of Attorney, Inheritance Tax
“Sean assisted with the setting up of a power of attorney. He was very empathetic with the scenario, providing great guidance on the best course of action. Very professional in his dealings. Would highly recommend using his services.”
Transparent Fees & Pricing
ICO Certified
Challenge House, Sherwood Dr, Bletchley, Milton Keynes MK3 6DP
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Wealth & Tax Management

Wealth & Tax Management

(22)
Business Services, Wealth Protection, Managing Your Investments
“Tony and his team are an absolute pleasure to deal with. They took the time to fully understand what I wanted when I retire and made several suggestions. At no time was I under any pressure to move to them, I went away and thought about it all and m...”
In Business Since 2004
17 Shirwell Cres, Furzton, Milton Keynes MK4 1GA
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Mkwise Financial

Mkwise Financial

(11)
  • Product
“I got an excellent service from MKWise Financial Ltd for my home mortgage. They were very prompt in response, explained to me all available options in market and the best suited once. I highly recommend them for mortgage advisory.”
In Business Since 2021
Suite 5, Margaret Powell House, 401-447 Midsummer Blvd, Milton Keynes MK9 3BN
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Faith Financial Solutions - Edebthelp

Faith Financial Solutions - Edebthelp

(19)
  • Weight
  • Questions
  • Worry
“Thankyou so much Bobby and hannah for all you have done for me and getting me the help I needed, thankyou just isn't enough, it all means so much to me, I was so down and you brought me back up again, I wouldn't of been able to get myself straight i...”
The Pinnacle, 170 Midsummer Boulevard, Milton Keynes MK9 1BP
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Oak Wealth Planning

Oak Wealth Planning

(4)
“Good organisation to deal with. Very easy to talk to and highly professional approach. Seriously recommend.”
In Business Since 2015
Challenge House, Sherwood Dr, Bletchley, Milton Keynes MK3 6DP
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Ace Accounts and Tax

Ace Accounts and Tax

(5)
Virtual Finance Director, Other Services We Offer, Management Accounts
“Akshay (owner of Accounts & Tax Ltd) & team have great indepth UK tax law knowledge and have supported my business over 10 years. I can highly recommend Akshay as he has gone the extra mile to support a friend of mine who was unsure on a European ac...”
Remote Consultations Available
2 Whittle Ct, Knowlhill, Milton Keynes MK5 8FT
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ASC Financial Solutions

ASC Financial Solutions

(4)
“fantastic service provided transferring my pension recently, very professional service. I would definitely recommend.”
Free Initial Consultation
In Business Since 2007
Family Business
19 Shirwell Cres, Furzton, Milton Keynes MK4 1GA
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The Mortgage Bureau

The Mortgage Bureau

(1)
“We have been returning to The Mortgage Bureau many times over the years since buying our first home. We love the fact that they are independent of all lenders and estate agents and offer an efficient but very friendly service. Nothing is ever too mu...”
Midsummer Court, 314 Midsummer Blvd, Milton Keynes MK9 2UB
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Scottsdale Moneywise

Scottsdale Moneywise

(2)
Protection, Investments, Pensions
“Thanks to James Tarry of Scottsdale for all your help! good job.”
Transparent Fees & Pricing
7 Copperhouse Ct, Caldecotte, Milton Keynes MK7 8NL
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Luke Smulders - Financial Planning Consultant

Luke Smulders - Financial Planning Consultant

(2)
Videos, Market Data, Calculators
“Luke helped me consolidate my existing pension pots. He made the confusing seem straightforward. Very helpful and excellent service.”
Kingshill Dr, Deanshanger, Milton Keynes MK19 6GH
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Simplicity Financial Planning

Simplicity Financial Planning

(9)
  • Team
  • Goals
  • Pension
“Sam and the team have been superb in assisting with various areas of our financial planning. They have helped with our retirement planning and successfully consolidated our various pensions in to one place. The advice and help we received was first...”
Cairn Lodge, 1 The Grn, Woughton on the Green, Milton Keynes MK6 3BE
Featured

At Simplicity Financial Planning, we deliver a personal, caring, and friendly approach to what can be perceived as a complex area. By developing a clear understanding of you and your loved ones, a bespoke financial plan can be put into place to give you peace of mind and put you in the best position for achieving your long-term objectives. Come and talk to us to find out how we can help you.

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Independent Financial Planning

Independent Financial Planning

(2)
Portfolio Construction Management, Analysing and Monitoring Clients Funds, Investment Bonds
“Very impressed with John's knowledge and expertise. Thank you for your advice would recommend your services John”
30+ Years Experience
7 Chase Ave, Walton Park, Milton Keynes MK7 7HG
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Save & Prosper

Save & Prosper

Equity Release With Key Retirement (As Seen on TV), Prepaid Funeral Plans, Lasting Power of Attorney
“Based in Milton Keynes and Bedford, A Save & Prosper operate as a legal consultancy providing expert Will writing services and Estate Planning advice. Goodwill's Legal Services Limited, which carries out the legal work, is a regulated law firm and so...”
131 Crosslands, Stantonbury, Milton Keynes MK14 6DE
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Boosst

Boosst

(9)
“I set up our company pension and benefits package with the team at Boosst and they have made the whole process hassle free for me and easy and informative for our staff. They are always on hand for any questions so our staff always feel they are very...”
In Business Since 2017
Church View, Hulcote, Milton Keynes MK17 8BW
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Veritas Commercial Services

Veritas Commercial Services

Credit Control, Commercial Debt Recovery, Invoice Finance
““I first met Alex Hilton-Baird, the Managing Director of Hilton-Baird Collection Services, in 2002. Although direct competitors, we have always shared a mutual appreciation of each other's companies, values and, importantly, approach to business. I k...”
Transparent Fees & Pricing
500 Avebury Blvd, Milton Keynes MK9 2BE
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Calverton Finance

Calverton Finance

(4)
“Very professional team, easy to work with and great facility for business wanting to expand or use cashflow more flexibly.”
Calverton House, 1 Keller Close, Kiln Farm, 9 Keller Cl, Kiln Farm, Milton Keynes MK11 3LL
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AM Taxation Limited

AM Taxation Limited

Personal Accounting, Business Accounting
“If you like the sound of this type of accountant, why not book a no-obligation appointment today and we will take you through our 32 Ways to Extract Value From A Business Toolkitguaranteed to reduce your next tax bill.”
In Business Since 2010
The Courtyard, Milton Rd, Aylesbury HP21 7LZ
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Ad Valorem Accountancy Services

Ad Valorem Accountancy Services

(5)
Wealth Management, Cloud Accountancy, Audit
“An amazing company all the way around. The team is responsive and it seems that they have a professional for every side of the business numbers and compliance industry. That, as well as experience to share and advice one, can rely on. Fees are alway...”
2 Manor Farm Ct, Old Wolverton Rd, Wolverton, Milton Keynes MK12 5NN
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MK Money Lifeline

MK Money Lifeline

(1)
“I would highly recommend mk money Lifeline to anyone who needs help with their debt problems and I would like to thank Sally & for the Ian and Anderson for all the help and support you have provided to me”
361 Midsummer Blvd, Milton Keynes MK9 3HP
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Retirement Planning and Investment Management Services in Milton Keynes Cost Estimates

Minimum cost
£1247
Maximum cost
£10593
National Average
£3739
Avg Per Hour Rates
£376
£2493
£6855
Average price range is based on 485 cost profiles
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Average Cost £3739
Minimum cost £1247
Maximum cost £10593
Avg Per Hour Rates £376

Average range $2493 to $6855 is based on 485 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Milton Keynes

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