David Milne

Independent Financial Adviser Church House, 74 Long Ashton Road, Long Ashton, Bristol, North Somerset, BS41 9LE
FCA verified
10th December 2018
Straightforward, clear and friendly advice. Initial meeting free of charge and whole of market solutions.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • 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:

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