David Milne

Independent Financial Adviser Church House, 74 Long Ashton Road, Long Ashton, Bristol, North Somerset, BS41 9LE
FCA verified
15th July 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
adviser-person
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
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

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

Similar advisers near you

Independent Financial Adviser 1.44 mi
Bespoke IFA is a forward thinking team of experienced Independent Financial Advisers. offering valuable, independent and personalised financial advice.
 
Independent Financial Adviser 2.17 mi
Global Business Excellence Award 2019 Most Outstanding Workplace Solutions Adviser 2019 Winners
 
Independent Financial Adviser 2.21 mi
A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.
 
Independent Financial Adviser 2.32 mi
Providing peace of mind throughout retirement, by way of careful and attentive ongoing financial planning.