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Approaching retirement

Rely on us to guide you through the important questions, empowering you to make informed decisions about your retirement.

A fresh start for your future

A new chapter in your life is just around the corner. Retirement isn’t just a change in your routine; it’s a transformation of your entire lifestyle. As this milestone fast approaches, you’ll face significant decisions that will shape your golden years.

From picturing how your average day might look to restructuring your finances and ensuring an income, we’re here to help you create a truly exciting retirement.

The equation to financial success

Defining your path forward

We can’t plan a route forward without knowing what you want to achieve, including the visions you have for your retirement lifestyle and how you might wish to continue looking after your loved ones.

We believe that every detail matters, so we will assess your income and think about your needs during retirement.

Putting a plan in place

A well-crafted financial plan can transform your future. Once we understand your goals, we will provide tax-efficient recommendations to help you plan for retirement and ensure you have enough income to last.

We provide no-nonsense advice and clearly explain everything in simple terms, so you walk away feeling informed.

Advice on a wide range of services

One of the greatest advantages of working with Milecross is that we offer advice on solutions to a wide range of needs. Even though you’re focused on your retirement, we can also help you with remortgaging, running a business or having the right protection in place.

With our team’s expertise and resources, we’re equipped to go above and beyond.

Guidance for lifelong success

Having been in business for 20 years, we know a thing or two about long-term relationships. A core part of our role is to guide you through the months leading up to retirement and remain by your side as you enjoy your golden years.

You can always count on us to be just a phone call away, ready to put your mind at ease, and we look forward to catching up every year.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Our latest client survey results

Our clients’ feedback means the world to us, and we’re thrilled to share the results of our 2024 survey with you.

0%

of our wealth clients would recommend us to their friends, family, or colleagues.

0%

were satisfied with the speed of response from our support team

0%

believe that working with us has helped or will help them achieve their financial goals.

Data taken from our client survey 2026

Your journey

Every step of the process is designed to provide a seamless experience, turning your visions into reality.

how it works

01

Plot your objectives

We’ll establish your life goals, understand your circumstances and look at your aspirations and concerns.

02

Collect key information

We gather all the details about your personal and financial situation to build a bigger picture.

03

Build a plan

We gather all the details about your personal and financial situation to build a bigger picture.

04

Put the plan into effect

We’ll agree on a plan to implement our strategy, then we’ll handle all the paperwork on your behalf.

05

Guide your progress

We’ll catch up once a year to see how things are going and reassess your strategy. If needed, we’ll adjust your plans.

We're just a message, email or phone call away.

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    England

    The Old Police Station Business Centre
    Hind Hill Street
    Heywood
    Lancashire
    OL10 1AQ
    01706 372 162
    contact@milecrossfs.co.uk

    Northern Ireland

    Milecross House
    42 Milecross Road
    Newtownards
    Co. Down
    BT23 4SR
    028 9182 8255
    info@milecrossfs.co.uk

    Scotland

    Unit 36
    Coatbridge Business Centre
    204 Main Street
    Coatbridge
    ML5 3RB
    01236 433 597
    scotland@milecrossfs.co.uk

    Milecross Financial Solutions Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. If you wish to view the Openwork email disclaimer, please click here.

    The internet is not a secure medium and the privacy of your data cannot be guaranteed.

    The information on this website is for the use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country that may have access to it.

    Milecross Financial Solutions Ltd is a Limited Company registered as no. NI601587 in Northern Ireland at 42 Milecross Road, Newtownards, Down, BT23 4SR.

    Approved by The Openwork Partnership on 19/05/2025.

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