Milton Independent Financial Advisors Ltd. - Bracknell

Milton Independent Financial Advisors Ltd.: A Comprehensive Overview

Milton Independent Financial Advisors Ltd. is a respected and established financial consultant firm dedicated to providing comprehensive financial guidance and support to individuals and families. Situated at Venture House, 2 Arlington Square, Downshire Way, Bracknell RG12 1WA, United Kingdom, the company operates with a commitment to personalized service and expert advice. Their phone number is 1344586100, and their website, milton-ifa.co.uk, offers a wealth of information and resources.

Location and Accessibility

The firm’s physical location at Venture House in Bracknell provides a professional and accessible environment for clients. Specifically, the address is Venture House, 2 Arlington Square, Downshire Way, Bracknell RG12 1WA, United Kingdom. Milton Independent Financial Advisors Ltd. prioritizes accessibility for all clients. The premises boast a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring ease of access. Furthermore, a dedicated wheelchair-accessible toilet is available on-site. Appointments are required for all consultations, and the company strongly recommends scheduling them in advance to guarantee sufficient time for a thorough discussion of individual needs. They also offer online appointments for clients who prefer the convenience of remote consultations.

Services and Expertise

Milton Independent Financial Advisors Ltd. specializes in assisting clients with a wide range of financial matters. While the core focus is on providing expert financial consultation, their capabilities extend to:

• Mortgage Advice: The company has a particularly strong reputation for mortgage arrangements, consistently assisting clients with various mortgage types over several years. Stuart and Katie, two key members of the team, have consistently demonstrated responsiveness, efficiency, and a genuinely pleasant approach to the mortgage application process. Clients frequently comment on the ease with which they navigated the complexities of securing a mortgage, a testament to their clear communication and understanding.
• Staircasing Mortgages: They are adept at managing staircasing mortgages, providing strategic guidance to clients looking to capitalize on equity growth.
• Follow-Up Mortgages: Following initial mortgage arrangements, the firm assists with subsequent property purchases with seamless follow-up mortgage solutions.
• Financial Planning: Beyond specific products, Milton Independent Financial Advisors Ltd. offers broader financial planning services to help clients achieve their long-term financial goals.

The firm’s approach is characterized by a dedication to understanding each client’s unique circumstances, risk tolerance, and financial aspirations. They strive to develop tailored solutions that align with these individual needs, ensuring that clients feel confident and secure in their financial decisions.

Client Feedback and Reputation

Milton Independent Financial Advisors Ltd. maintains a strong reputation within the financial services sector, reflected in positive client feedback. Currently, the company has 3 reviews on Google My Business, all of which demonstrate a remarkable average opinion of 5/5. These reviews consistently highlight the firm’s professionalism, responsiveness, and the exceptional service provided by Stuart and Katie. Clients frequently commend their ability to break down complex financial concepts into easily understandable terms and their commitment to achieving the best possible outcomes for their clients. The team’s dedication to building strong client relationships is evident in the overwhelmingly positive comments received.

Key Features & Contact Information

1344586100

milton-ifa.co.uk

Milton Independent Financial Advisors Ltd. is committed to providing a seamless and supportive experience for all clients. Their dedication to accessibility, combined with their expertise and client-focused approach, makes them a valuable partner in navigating the complexities of personal finance. Clients consistently praise the team's professionalism and the clear, understandable manner in which they explain financial matters.

👍 Reviews of Milton Independent Financial Advisors Ltd.

Richard H.

5/5

Stuart and Katie have been consistently brilliant in arranging a number of mortgages over the several years. Extremely responsive, rapidly effective and downright nice. I'm tempted to say they made applying for a mortgage fun but I don't want to stretch credulity.

Chris M.

5/5

On two separate occasions Stuart and Katie have been on hand to deal with firstly our stair casing mortgage and then follow up mortgage for another property. Stuart is very professional and breaks things down for us to easily understand. Their results on both occasions have been outstanding in a timely manner.

Tom C.

5/5

Stuart and Katie were outstanding during the mortgage application that they managed for us. They were both professional and personable and kept informed every step of the way. They even went over and above to deal with additional queries that we had about the purchase process. Oh and on top of that they saved us about £350 per month based on the deal we went and found originally.

You might think (like we initially did) "With price comparison sites and MoneySavingExpert what do I need a mortgage broker for?" but now we know! Thanks Stuart.