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BEST RATED MILTON KEYNES, UK FINANCIAL SERVICES

3 Best Financial Services in Milton Keynes, UK

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!

1st Financial Foundations
1st Financial Foundations
1st Financial Foundations
Milton Keynes financial services 1st Financial Foundations video
8+ YEARS IN TBR
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1ST FINANCIAL FOUNDATIONS

(4.9 Score)
11 Furzton Lake, Shirwell Crescent, Milton Keynes MK4 1GA, UK Directions

Since 2001

Speciality:

✓ Financial Planning ✓ Pension Transfers ✓ Cashflow Planning ✓ Long-Term Care Planning ✓ Mortgages ✓ Protection Planning ✓ Retirement and Pensions ✓ Savings and Investment ✓ Wealth Planning ✓ Wills ✓ Trusts and Inheritance Tax Planning ✓ Protection ✓ Retirement ✓ Investments ✓ Tax and Trusts ✓ Inheritance Tax Planning ✓ Lifetime Cashflow Planning ✓ Portfolio Planning ✓ Property Investment ✓ Independent Financial Advice

“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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Independent Financial Advisors of the Year in 2020
Registration 04283820

Price:

Mortgage and Protection Fees £600
Financial Planning Fees start from £1500

Contact:

01908 523420

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Collective Financial Planning Ltd
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COLLECTIVE FINANCIAL PLANNING LTD

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

Speciality:

✓ Investment Advice ✓ Pensions and Retirement Planning ✓ Equity Release ✓ Health and Long Term Care ✓ Corporate Financial Advice ✓ Mortgage Advice ✓ Life Insurance/Protection ✓ General Insurance ✓ Estate Planning ✓ Pensions ✓ Investment ✓ ISA

“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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Registration 7941711

Contact:

01908 062 448

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Vizion Wealth LLP
Vizion Wealth LLP
Vizion Wealth LLP
9+ YEARS IN TBR
CALL CONTACT

VIZION WEALTH LLP

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

Since 2011

Speciality:

✓ Personal Planning ✓ Retirement Planning ✓ Final Salary Transfer ✓ Inheritance Tax Planning ✓ Savings and Investments ✓ Wealth Management ✓ Family and Personal Protection ✓ Business Planning ✓ Relevant Life Plan ✓ Auto Enrolment ✓ Shareholder Protection ✓ Keyman Insurance ✓ Protection Planning ✓ Investment Advice ✓ Business Protection ✓ Director / Executive Retirement Planning ✓ Tax Planning

“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.”

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Registration OC367088

Contact:

01908 920 043

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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1ST FINANCIAL FOUNDATIONS REVIEWS

It was a pleasure working with Jay at 1st Financial Foundations. The service and timely manner that all queries were dealt with including the mortgage application to receiving the offer was exceptional. A fantastic first experience with this firm and looking forward to do more business with Jay and the team.

Bhaven Ondhia provided us with fantastic service and was able meet our every need and worked around our busy schedules. No fuss or issues with evening appointments. We would highly recommend 1st Financial Foundation.

My advisor Andreea was incredibly helpful and knowledgeable. She explained everything to me in terms I understood to help me get the best deal and I felt in safe hands. I look forward to working with her in the future.

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COLLECTIVE FINANCIAL PLANNING LTD REVIEWS

As a first-time buyer, I was expecting the mortgage process to be stressful and overwhelming—but Jake made everything so easy from start to finish. He took the time to explain every step clearly, was always on hand to answer questions, and genuinely went above and beyond to make sure everything ran smoothly. I couldn’t have asked for a better experience. Highly recommend.

Linda has been fantastic at helping us with our mortgage. She took the time to understand our position, looked at all the options and came back to us with solutions. She then took all the headache out of the application process and saw it though to completion. Many thanks.

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.

VIZION WEALTH LLP REVIEWS

Andrew at Vision Wealth has been looking after our financial plans, with our retirement in mind, for over 4 years and we have found the service provided to be first class. The targets we initially set have been matched and indeed exceeded. My wife and I would be happy to recommend Vision Wealth to anyone looking to plan and manage their long term financial goals.

We have been using Vizion Wealth for retirement planning and investment successfully for a few years now. From the very first meeting Andrew and his team have been professional and clear about our options. The quality of the information, verbal and written, is superb and allows us to understand and feel confident in this often complex area. Would highly recommend.

Our experiences with Vision Wealth from the outset have been very professional. James has explained everything we needed to know in a courteous, easy to understand, manner. Any queries outside of our regular meetings & calls are dealt with very promptly. Would thoroughly recommend Vizion Wealth for any financial review or advice.

TBR® Inspection Score Report

1ST FINANCIAL FOUNDATIONS Total Inspection Points: 118/120
Business Hours: 9
Contact Info: 9
Acknowledgements: 10
Business Images: 10
Complete Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

COLLECTIVE FINANCIAL PLANNING LTD Total Inspection Points: 116/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Study: 9
Acknowledgements: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

VIZION WEALTH LLP Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Website Standard: 9
Acknowledgements: 10
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Review Analysis: 10
Website Source: 10
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