1ST FINANCIAL FOUNDATIONS
11 Furzton Lake, Shirwell Crescent, Milton Keynes MK4 1GA
Since 2001
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
1st Financial Foundations give you Independent Financial Advice. Established since 2001, they are an award-winning company with advisers. The business specialises in wealth management services. They understand the major financial decisions you make will have significant and life-changing consequences. 1st financial provides ongoing service and financial reviews. The company affords to recognise that all of their clients have unique financial needs and objectives. They have been advising and mentoring clients for over 30 years.
Registration 04283820
TBR® Inspection Report
VIZION WEALTH LLP
16 London House, Swinfen’s Yard, High Street, Stony Stratford, Milton Keynes MK11 1SY
Since 2011
Inheritance Tax, Business, Personal and Retirement Planning, Final Salary Transfer, Wealth Management, Auto Enrolment, Pension Sharing Advice on Divorce, Investment Linked and Fixed Term Annuities, Shareholder Protection, Keyman Insurance, Savings and Investments, Flexi Access Drawdown, Family & Personal Protection
Vizion Wealth offers truly independent chartered financial planning and wealth management services to individual clients, trustees and business owners. With over 50 years of financial services experience in some of the leading advisory firms in the UK. They deliver robust strategies for you to meet your financial and life goals. The company aim to become a client's trusted adviser and are ideally position to provide clients with a highly professional and personalised financial planning.
Registration 565523
TBR® Inspection Report
INDEPENDENT FINANCIAL PLANNING (ANGLIA) LTD.
7 Chase Avenue, Walton Park, Milton Keynes MK7 7HG
Since 1986
Portfolio and Inheritance Tax Planning, Investment Bonds and Options, Pension's Advice and Annuities, Flexi-Pension, Life Assurance and Critical Illness, Pension Income Drawdown, Health and Life Insurance, National Savings, Unit Trusts, Portfolio Construction Management, Analysing, Mortgage Protection & Monitoring Clients Funds
Independent Financial Planning (Anglia) Ltd provide full independent financial advice on products from the whole market Get Free initial consultations. They then regularly monitor and review your investments to ensure you are making the most from the markets. They can give you a full financial planning review and aim to provide you with quality advice to enhance and secure your financial future. Their office situates in Milton Keynes who they serve, as well as the rest of Buckinghamshire, Northamptonshire, Peterborough, Cambridgeshire and Bedfordshire. The company offers no obligation quotations.
Registration 05354999