David Milne

Independent Financial Adviser Church House, 74 Long Ashton Road, Long Ashton, Bristol, North Somerset, BS41 9LE
FCA verified
16th September 2019
Straightforward, clear and friendly advice. Initial meeting free of charge and whole of market solutions.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
David Milne dipFa CeMAP
Financial Adviser
Where to find us

Church House, 74 Long Ashton Road, Long Ashton, Bristol, North Somerset, BS41 9LE

About us

* Invest South West are local and totally independent.
* I am experienced & well qualified adviser.
* The best solutions from the whole of the market are always recommended.
* I advise - not sell. If the best advice is "do nothing" that is what I will advise.
* The advice I give you now will stand you in good stead for life.

* Advice on pensions, investments, savings, life cover, critical illness, income protection, mortgages & all aspects of financial planning.

Our services

I offer an efficient, friendly and knowledgeable service. I deliver exactly what I say I will at competitive rates. Please contact me for an initial discussion without obligation.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Registered in England & Wales number: 5771562. Registered Office: 49/50 East Street Taunton, TA1 3NA.

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