Investment & financial
Milner Boardman Financial Strategies Ltd
Are you concerned about your pension provision? Use our pensions calculator Do you think you could do better with your mortgage? Use our mortgage calculator As independent financial advisers we offer best advice and are able to guide you through the marketplace and ensure that you are provided with the best solution for your needs. We pride ourselves on our level of commitment and service, whether we're dealing with private investors or large companies. With a very experienced team of IFA Consultants we're large enough to offer you a complete and unbiased choice but small enough to provide a personal service. We are completely flexible in respect of how you pay for our services and so our advice can be given on a fee or commission basis or a combination of both. In any event our Consultants will devote a great deal of time to understanding your financial objectives and will take a holistic approach incorporating both wealth creation and wealth protection elements. The following are some of the areas in which we provide advice:
Personal Planning
- Provision for income and cash in retirement
- Investment portfolios to maximise your returns with a level of risk that is acceptable to you
- Advice regarding income planning at retirement to meet your changing needs
- Preservation of your estate by mitigating inheritance tax
- Provision for your family in event of death or long term illness
Business Planning
- Financial protection for your business in event of death or illness of a key person
- Shareholders or partners protection in event of death or illness of a business partner
- Retirement and succession planning for directors and business owners
- Employee benefit arrangements to provide for your staff in retirement or in event of death or illness
- Employee benefit planning aimed at maximising staff retention and rewarding your key players
- Financial planning surgeries and retirement seminars
For further online guidance go to our Retirement and pensions page.
To find out more about Milner Boardman Financial Strategies Ltd, please contact us. Milner Boardman Financial Strategies Ltd is an Appointed Representative of Buckland Harvester Limited which is authorised and regulated by the Financial Services Authority. Milner Boardman Limited is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accounts in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.
