Welcome to Milligan Financial Planning

We offer an independent financial planning service, that helps safeguard you and your family’s future

We’re different to other financial advisers, because everything is about you, not us.

We look at your overall needs, not just your assets, and plan your future around you.

The major difference is that we charge a ‘fixed fee’ rather than a percentage of your assets.

 

We’re financial planners, which means that rather than simply recommend individual products, we help you meet your long-term financial goals.

We start by finding out what’s important to you and your family, where you are in life, and where you want to go.

We then create a truly personal financial plan to help you get you there, and we’ll support you along the way.

Our services

Pension Planning

Gain control of your finances and plan your retirement with confidence.

Inheritance Tax Planning

Protect and preserve what’s rightfully yours and keep it the family, to help safeguard the future of your loved ones.

Savings and Investments

Make your money work hard for you to achieve the lifestyle you want to live.

Protection

Get peace of mind knowing your loved ones are protected from whatever the future may bring.

What is financial planning?

The short answer is – it’s a way of knowing that you have enough money to live the life you want to live.

The long answer is that it’s a bit like planning a journey – but this one is your financial journey.

You shouldn’t set off for John O’Groats from Lands’ End without a map. Likewise, you shouldn’t start saving or investing without knowing how much you need, by when, and what you want to do with it.

That’s what financial planning is all about. It’s a way of knowing:

  • What you want out of life

  • What assets you already have

  • How much you actually need, and

  • When you need it by

And this isn’t just for people who are building their wealth; it’s also for people who wish to preserve it. For example, those in retirement who wish to ensure their money is working as hard as possible for them, and future generations.

Start planning your future today

01189 090096 | info@milliganfinancialplanning.co.uk