BEST RATED MILTON KEYNES, UK FINANCIAL SERVICES

3 Best Financial Services in Milton Keynes, UK

Name: 3 Best Financial Services in Milton Keynes, UK
Rating: 4.8

Expert-recommended Top 3 Financial Services in Milton Keynes, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

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1ST FINANCIAL FOUNDATIONS

4.9

11 Furzton Lake, Shirwell Crescent, Milton Keynes MK4 1GA, UK Directions

Since 2001

Speciality:

“1st Financial Foundations has been offering independent financial advice for 24 years. Yash Tosar is the founding director and pension specialist who leads the 1st Financial Foundations team. He emphasises the importance of personalising services to meet clients' financial goals. The firm specialises in wealth management services. The team works with clients to develop a long-term, secure financial framework for wealth management, regardless of their location or financial demands. Whether you are a private investor, entrepreneur, or wealthy individual, they advise clients on how they can reach financial independence and build wealth. The team provides an expert and flexible approach to managing clients' wealth. They offer a free initial consultation.

2025 Update: 1st Financial Foundations is dedicated to helping professionals, business owners, self-employed, contractors and families. They can develop tailored strategies that align with your objectives and help you achieve financial success. They also provide services in London.”

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COLLECTIVE FINANCIAL PLANNING LTD

4.8

Suite 625 Milton Keynes Business Centre, Foxhunter Drive Linford Wood, Milton Keynes MK14 6GD, UK Directions

Speciality:

“2025 Update: Collective Financial Planning Ltd has a team of experienced financial advisers with offices in Milton Keynes, who provide both face-to-face and virtual financial planning for both individual and corporate clients. Sunny Sonpal is the Practice Principal of the firm. The team aims to offer advice that is always personally tailored to reflect the individual needs and objectives of their clients and to provide a confidential professional advisory service of the highest standard. Their goal is to also build long-term relationships with their clients and meet their ever-changing financial needs throughout their life stages. You can contact them to schedule a meeting.”

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VIZION WEALTH LLP

4.8

16 London House, Swinfen’s Yard, High Street, Stony Stratford, Milton Keynes MK11 1SY, UK Directions

Since 2011

Speciality:

“Vizion Wealth LLP offers independent chartered financial planning and wealth management services to individual clients, trustees and business owners. The firm has built their reputation on hard work and professionalism. Their financial planners are well supported by a highly experienced and qualified paraplanning, investment, and administrative team with years of experience in the financial advisory and wealth management industries. They pride themselves on providing precise, robust, and effective financial planning and wealth management solutions to individuals, trustees, and businesses. They strive to complete an excellent job for all of their clients and constantly develop their comprehensive range of services and ongoing advice. You can call them for a no-obligation chat about your financial planning needs.

2025 Update: Vizion Wealth LLP was established by three experienced industry professionals: Andrew Flowers, Christopher Blackham and Geoffrey Bradford. With over 50 years of industry experience, they set out to develop an independent financial advisory practice that delivers clear, robust, tailored and specialised financial advice. With a head office in Stony Stratford, Milton Keynes and a satellite office in Oundle, Northamptonshire, they service customers across Buckinghamshire, Northamptonshire, Bedfordshire, Cambridgeshire, Rutland and Greater London. As a 100% Independent and Directly Authorised IFA firm with the FCA, they pride themselves on providing effective financial planning and wealth management solutions.”

3 Best Financial Services in Milton Keynes, UK