We’ve Got The Answers
Focusing on the best outcome for our clients our service is built around comprehensive financial planning and sound investment principles. We take time to discuss and explore your goals and objectives and then help tailor a financial strategy specific to you or your business needs. We’ll help deal with all the administration and work closely with any third parties such as solicitors, accountants or estate agents on your behalf.
How We Help
We pride ourselves on offering a personal service broken down into a series of stages which focus on ensuring your life aspirations and investment of your money are carefully aligned.
Providing you with peace of mind and a sense of control.
Milecross advisers can provide expert advice in the following areas:
- Mortgage advice
- Life Cover, Critical Illness and Income protection
- Business protection
- Personal and corporate investments
- Pension planning for retirement
- Inheritance tax and trust planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Who We Are
Milecross Financial was established in 2005 in Newtownards in County Down. Since then it has grown into one of the largest financial advice practices in the UK with main offices in Belfast and Glasgow and a multitude of advisers working from branches and offices throughout Northern Ireland, Scotland & England.
We’ve been helping people make informed financial decisions, in good times and challenging times, for close to 20 years. Our team of experienced advisers and planners have achieved professional recognition and are fully qualified to provide advice and guidance.
We provide an ethical, transparent and friendly service on a face to face, telephony or online basis.
Our philosophy is to build long term relationships based on mutual openness and trust that reassures you of our commitment to excellent customer outcomes. Together, we look at your current financial circumstances and align this with your objectives providing a bespoke package that will evolve throughout your life cycle.
We are an appointed representative of The Openwork Partnership, one of the UK’s largest networks of financial advisers. This provides us access to pensions, investments, mortgages and protection products from some of the largest brands in the UK. It also enables us to access payment and reconciliation services, IT and regulatory support when required. Their support in the background enables us to focus on our clients and ensure we give them the best possible advice. Everything we do is regulated by the Financial Conduct Authority who aim to make sure the UK’s financial markets work well so consumers get a fair deal.