We are Chartered Financial Planners and Independent Financial Advisers that offer you unrestricted access to the whole of the market for UK investments (including ISAs), international funds (also using trusts), pensions (individual and corporate) and life insurance protection (for family and business protection and inheritance tax mitigation). Our service can be as bespoke as you need it to be and we offer state of the art technology to give you 24x7x365 access to everything we do for you. We strive constantly to provide our Clients with the best investment and financial planning service available. A service that not only puts you as our Client first, but also has its objectives completely aligned to your own.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 7 Furzton Lake, Shirwell Crescent, Furzton, Milton Keynes, MK4 1GA
01908503741
Business Name
Patterson-Mills Financial Planning
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Financial AdvisorsServices Offered
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