Expert financial advice

About

Our fully qualified advisers have experience as financial consultants for large life companies, banks and in senior brokerage positions. Our aim is to de-mystify financial planning. This will deliver a top quality ongoing service to our clients’ with great value plans all explained in plain English and as such, jargon free. This ensures you get a quality service that you fully understand. Milford Financial Services was set up as we feel the personal relationship between adviser and client is paramount in delivering top tier service and advice, not just selling products…. we need to view this relationship as a journey from saving to buy your first home to retirement and post retirement advice and everything in-between. Easy to understand, accessible and straightforward advice to demystify successful financial planning for ALL, from business to personal financial advice. This approach allows Milford Financial Services to deliver a truly bespoke planning service for the client. Talk to us today, we’d be delighted to speak to you about how we can bring value to your financial planning requirements large or small and answer any questions you may have. Quality, Value and Service are at our core.

How can Milford Financial Services help you?

✔ ORGANIZE your financial life, allowing you to make better more educated decisions around your own finances

✔ REDUCE financial stress, letting you enjoy life, not worry about it

✔ PROTECT what is important to you and your family

✔ BUILD a plan for your money that reflects your unique values, goals and dreams and accompany you on the journey helping you make those goals a reality

✔ RECLAIM valuable time to spend with family & friends, instead of crunching numbers. We utilise cutting edge software and of course, our expertise to deliver a service that makes your meetings with us productive and effective whilst not soaking up all your spare time

✔ ACHIEVE your goals and dreams through personalized, comprehensive and professional advice

✔ LIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life changes along the journey. We add value to your financial needs and aspirations to help your dreams become a reality

How we do it differently:

We take a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects you, your family and your life. We look after all types of people from Corporate executives and professionals to individuals and family financial needs. The service provided is client centric, focusing on you and your financial needs and requirements. As a financial broker and planning adviser, we are impartial and obliged to act in your best interest at all times, and as such, practice full disclosure. Using technology, you have access to your plan details, saving you time and money. We’d be delighted to hear from you to show you how we can add value to you or your business or personal financial plan.