Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Milton-Keynes (out of 885)

Best Match more

338 reviews

98 recent reviews

4.9 out of 5

Bob Gibbs

Bob Gibbs Financial Planning Limited

338 reviews

98 recent reviews

Top Rated 2024

Bob Gibbs

Bob Gibbs Financial Planning Limited

0330 038 8938

I am able to help clients by advising on savings, investments, insurance, mortgages, pensions and overall fina...

I am able to help clients by advising on savings, investments, insurance, mortgages, pensions and overall financial planning. The key part of my service is to explain these sometim...

VIEW PROFILE

Milton Keynes (2.65 miles away)

Independent Financial Adviser

Verified since May, 2016

Free one hour initial consultation

Savings/pensions: Over £250,000

Services offered:

Investments and Savings

Pensions

Inheritance Planning

Insurance & Protection

Top Rated 2024

134 reviews

81 recent reviews

5 out of 5

Matthew Moore

LifeSearch

134 reviews

81 recent reviews

Top Rated 2024

Matthew Moore

LifeSearch

0330 038 8942

Hi, my name is Matthew Moore and I have worked in the Protection industry for 11 years, and in the insurance i...

Hi, my name is Matthew Moore and I have worked in the Protection industry for 11 years, and in the insurance industry for 20 years. I am incredibly passionate about what I do as th...

VIEW PROFILE

Whole of Market Protection Adviser

Milton Keynes (0.54 miles away)

Verified since January, 2023

Services offered:

Insurance & Protection

Top Rated 2024

162 reviews

40 recent reviews

4.9 out of 5

Joe Davison

Maitland James Financial Planning

162 reviews

40 recent reviews

Top Rated 2024

Joe Davison

Maitland James Financial Planning

0330 038 8942

Born out of years of experience in helping clients reach their goals, Maitland James Financial Planning is bui...

Born out of years of experience in helping clients reach their goals, Maitland James Financial Planning is built on this extensive knowledge and expertise. We are a client focused ...

VIEW PROFILE

Milton Keynes (3.18 miles away)

Independent Financial Adviser

Verified since August, 2021

Free one hour initial consultation

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 2 more

Top Rated 2024

Need help?

Let our team find the right adviser for you

0203 111 0583

Free to call, no obligation

100% impartial service

208 reviews

15 recent reviews

4.8 out of 5

Tony Byrne

Wealth and Tax Management Ltd

208 reviews

15 recent reviews

Top Rated 2024

Tony Byrne

Wealth and Tax Management Ltd

0330 038 8939

I have specialised in personal financial planning and tax planning for 37 years and run my own business for 33...

I have specialised in personal financial planning and tax planning for 37 years and run my own business for 33 years. Our clients are typically aged 40+ and interested in pre-reti...

VIEW PROFILE

Milton Keynes (1.58 miles away)

Independent Financial Adviser

Verified since September, 2013

Free one hour initial consultation

Savings/pensions: Over £500,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 3 more

Top Rated 2024

65 reviews

65 recent reviews

4.9 out of 5

Daniel Kellegher

LifeSearch

65 reviews

65 recent reviews

Daniel Kellegher

LifeSearch

0330 038 8938

I'm Dan, a dedicated Protection Adviser at LifeSearch. My passion lies in securing your family's financial fut...

I'm Dan, a dedicated Protection Adviser at LifeSearch. My passion lies in securing your family's financial future. Specialising in Life Insurance, Critical Illness Cover, Income Pr...

VIEW PROFILE

Whole of Market Protection Adviser

Milton Keynes (0.54 miles away)

Verified since January, 2024

Services offered:

Insurance & Protection