1ST FINANCIAL FOUNDATIONS
11 Furzton Lake, Shirwell Crescent, Milton Keynes MK4 1GA Directions
Since 2001
Here’s The Deal:
"1st Financial Foundations has been offering independent financial advice in Milton Keynes since 2001. They specialise in wealth management services. Yash Tosar is the pension specialist and director who leads the 1st Financial Foundations team. He emphasises the importance of personalising services to meet client's financial goals. The team works with clients to develop a long-term secure financial and wealth framework, no matter where they are in their life or what financial demands are placed on them. Whether you are a private investor, entrepreneur, or wealthy individual, they advise clients on how they can reach financial independence and build wealth. 1st Financial Foundations has an office at Suite 4, Carlton Chambers, 5-6 Station Road, Shortlands, Kent BR2 0EY. They serve in Buckinghamshire, Hertfordshire, Rickmansworth, North/West London and South London."
SPECIALITY:
Retirement and Pension Transfer, Long-Term Care, Emergency Fund, Mortgage and Protection, Lifetime Children’s Education and Cashflow Planning, Wealth Creation, Budgeting, Savings, Pay Off Credit Cards and Loans, Investment, Wills, Trusts & Inheritance Tax Planning
Registration 454529
TBR® Inspection Report:
FLYING COLOURS FINANCE LIMITED.
The Pinnacle, 170 Midsummer Boulevard, Milton Keynes MK9 1BP Directions
Since 2015
Here’s The Deal:
" Flying Colours Finance Limited was established in 2015. They are committed to assisting you to enjoy life to the full by maximising the value of independent financial advice. Guy Myles is the CEO and founder of Flying Colours Finance Limited. They have highly-qualified professional teams, including senior management, investment committee, and advice team. Their financial advisers provide bespoke financial lifestyle planning created to help reach your financial goals. The team is dedicated to putting you first in everything they do, and they will make all their costs completely clear and transparent before you make any commitment. Flying Colours Finance Limited wants to help you reach your dreams and ambitions in life and also, they offer a free consultation."
SPECIALITY:
Financial Lifestyle, Retirement, Investment Planning, Pensions Advice, Inheritance Tax and Estate Planning, Later Life & Long Term Care Funding
Registration 672022
TBR® Inspection Report:
RTS FINANCIAL PLANNING
Fairbourne Drive, Milton Keynes MK10 9RG Directions
Since 2017
Here’s The Deal:
"RTS Financial Planning is the financial planning firm in Milton Keynes, England. Carl Roberts is the chartered financial planner and founder of the RTS Financial Planning. Karen Roberts is an operations director of the firm. She has a Diploma in Management Services. He has been working in financial services since 2006. The team can help you create an income for life so you can have real financial freedom. They don't receive a commission, and they don't charge percentage-based fees; they only charge fixed fees for the actual work carried out, so you will always know what you are paying. You can arrange a meeting at any time to suit you, including evenings and weekends. RTS Financial Planning offers a free consultation. They cover the Buckinghamshire, Bedfordshire and Hertfordshire regions. And, they also cover the whole of the UK through phone and online video conferencing."
SPECIALITY:
Financial, Business, Protection, Retirement and Pension Planning, NHS Pension & Tax Mitigation Strategies
£Price: Initial Financial Review Fee - Starts at £497
Initial Implementation Fee - Starts at £497
Registration 10619163