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Working with you

Let's solve your financial formula together. By adding up the details, we’ll build a bigger picture and enable you to visualise your future.

01

Plot your objectives

Our journey together starts by establishing your life goals, understanding your circumstances, and looking at your aspirations and concerns.

02

Collect key information

We gather all the details about your personal and financial situation to add up the details for your bigger picture and we’ll assess your comfort with risk. From there, we can make a recommendation on the type of products that best suit your needs.

03

Build a plan

We’ll go away and prepare your bespoke report and recommendations, outlining different strategies designed to help you reach your desired outcomes. We’ll walk you through these options step by step, ensuring you fully understand the path forward and can ask any questions.

04

Put the plan into effect

We’ll agree on a plan to implement our strategy, then we’ll go away and handle all the paperwork on your behalf and liaise with providers. We’ll keep you updated at every stage, and our team will always be available to answer any questions.

05

Guide your progress

You can count on us to be just a phone call away, ready to put your mind at ease. If you choose to continue with our ongoing service, we’ll catch up with you once a year to see how things are going and reassess your strategy. If needed, we’ll adjust your plans.

We bring everything together

The range of services we offer advice on has solutions for your every need. With our team’s expertise and resources, we’re equipped to go above and beyond.

Our services
Mortgage Advice

Mortgage advice

Investments

Investments & pensions

Protection

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

The real value of financial advice

We recognise the role that fees play when choosing your financial adviser or mortgage adviser. That’s why we prioritise transparency in our fee structure. Early in our relationship, we’ll have an open discussion about all potential costs and the options available to you. For now, learn more about the value of working with us.

How we charge

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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